"Supply Shortage Problem Has Disappeared": Acer CEO Says Memory Prices To Decline In 2027 As CXMT Starts Mass Production Of New Chip Platform https://t.co/NmKYkdwNVi
Why now
Thesis: New Chinese memory capacity could end shortage, pressuring incumbent margins
Catalyst to watch: CXMT mass-production ramp and pricing data
Main risk: Memory prices falling faster than expected
Why it matters
New Chinese memory capacity could end the supply shortage, pressuring memory pricing and margins for incumbent makers.
Details
"Supply Shortage Problem Has Disappeared": Acer CEO Says Memory Prices To Decline In 2027 As CXMT Starts Mass Production Of New Chip Platform https://t.co/NmKYkdwNVi
Sources
- x · 2026-09-22 02:34 UTC