Acer Warns PC Prices to Rise 5-20% in Q4 as DDR5 Memory Costs Surge Sixfold and Peak in Mid-2027
Acer Chairman Jason Chen expects PC prices to climb 5% to 20% in the fourth quarter of 2026 due to elevated memory and SSD costs. The price hikes are projected to peak around mid-2027 before new semiconductor capacity eases the market.
By Ivan Smirnov
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On September 19, 2026, Acer Chairman and CEO Jason Chen announced that retail PC prices will increase between 5% and 20% in the fourth quarter of the year. The price hike is driven by persistently high costs for memory and solid-state drives (SSDs), which have surged in recent months. For consumers and businesses planning hardware upgrades, the actionable takeaway is clear: buy before the holiday quarter pricing takes effect.[1][2]
The impending price adjustments mark a new chapter in an ongoing hardware cost crisis. For months, the PC industry has grappled with component-level pressures as memory costs surged. Now, one of the world's largest PC makers is confirming that those upstream supply chain issues are hitting the mainstream retail market, ending a period where manufacturers absorbed the costs.[1][3]
Speaking at the O-Bank 50 forum in Taipei, Chen pushed back against industry forecasts that the memory crunch would last a decade, calling it "impossible" for the shortage to persist until 2030. He noted that while DDR4 and standard DDR5 supplies are currently ample, and CPU availability is largely normal, the costs for memory and SSDs remain elevated.[1][4]
The transmission path from component cost to retail price involves a built-in delay. End products adjust their pricing only after component costs have already risen. Because of this lag, Acer expects the 5% to 20% increases to hit consumer wallets from Q4 2026 through the first quarter of 2027. Systems configured with higher RAM and storage capacities will likely see the steepest hikes.[1][2]
The broader memory market continues to face upward pressure. TrendForce projects that conventional DRAM contract prices will rise 13% to 18% quarter-over-quarter in Q3 2026, while NAND Flash prices are expected to increase by 10% to 15%. This sustained inflation is largely attributed to the artificial intelligence boom, which has diverted significant manufacturing capacity toward high-bandwidth memory (HBM) for data center servers.[2][3]
Despite the immediate price hikes, Chen offered a timeline for relief. He projects that average selling prices for PCs will reach their absolute peak around mid-2027. After that point, new semiconductor manufacturing capacity is scheduled to come online, which should ease component pricing pressure.[1][2]
A significant factor in that anticipated relief is the expansion of Chinese memory production. Companies like CXMT are preparing to enter the NAND flash market with new research and development lines, while YMTC is expanding its fabrication plants. As this new capacity hits the market, the increased supply is expected to force prices down.[2]
However, because of the same time lag that is currently driving prices up, consumers will not see immediate savings when component costs drop. Acer anticipates that even if memory prices stabilize by mid-2027, the retail cost of finished PCs will not begin to decline until the second half of that year.[1][2]
For shoppers, the math is straightforward. A standard $1,000 laptop could cost between $1,050 and $1,200 by the end of the year. Industry executives are already urging buyers not to wait; Nothing CEO Carl Pei recently advised consumers that the best time to buy new electronics was "yesterday." With the market not expected to return to current pricing levels until late 2027 at the earliest, purchasing hardware before the fourth quarter of 2026 is the most cost-effective strategy.[2]
Where opinion splits
PC Manufacturers
Hardware makers are passing component costs to consumers while anticipating future supply relief.
Companies like Acer argue that they can no longer absorb the surging costs of DDR5 memory and SSDs. While they acknowledge that CPU and standard RAM supplies have stabilized, the premium components required for modern systems remain expensive. Manufacturers are implementing 5% to 20% price hikes to protect their margins, though they project that expanding semiconductor capacity will eventually allow them to lower retail prices by late 2027.
Memory Suppliers
Semiconductor companies are capitalizing on AI demand while forecasting prolonged shortages.
Memory producers like SK Hynix, Micron, and Samsung have seen unprecedented profits driven by the artificial intelligence boom, which has diverted manufacturing capacity toward High Bandwidth Memory (HBM) for data centers. Executives from these suppliers have offered far more pessimistic timelines than PC makers, with some predicting the memory crisis could last until 2028 or even 2030. They argue that the massive wafer requirements for AI infrastructure will continue to constrain consumer DDR5 and SSD supplies.
Key points
- Acer Chairman Jason Chen announced retail PC prices will increase 5% to 20% in the fourth quarter of 2026.
- The price hikes are driven by persistently high costs for memory and solid-state drives, despite stable CPU supplies.
- Component cost increases take several months to reach retail products, creating a delayed impact on consumers.
- Acer projects that average selling prices for PCs will reach their absolute peak around mid-2027.
Unanswered questions
- Whether other major PC manufacturers like HP, Dell, and Lenovo will match Acer's 5% to 20% price increases in the fourth quarter.
- Exactly how much of the new Chinese semiconductor capacity from CXMT and YMTC will be available to Western markets.
- If the ongoing artificial intelligence boom will consume the new memory fabrication capacity before it can relieve consumer PC prices.
How we got here
Q2 2026
Memory and SSD costs begin to surge as artificial intelligence data centers consume global High Bandwidth Memory (HBM) supply.
Q3 2026
TrendForce projects conventional DRAM contract prices to rise 13% to 18%, and NAND Flash by 10% to 15%.
Sep 19, 2026
Acer Chairman Jason Chen announces retail PC prices will rise 5% to 20% in the fourth quarter.
Mid-2027
Acer projects average selling prices for PCs will reach their absolute peak before new capacity eases the market.
Late 2027
Expanded semiconductor capacity from Chinese manufacturers is expected to finally lower retail PC prices.
- PC Manufacturers
- Hardware makers are passing component costs to consumers while anticipating future supply relief.
- Memory Suppliers
- Semiconductor companies are capitalizing on AI demand while forecasting prolonged shortages.
Perspectives this story doesn't cover
- Consumers who will bear the brunt of the 5% to 20% price increases
- Enterprise IT buyers managing large-scale hardware deployments
Sources
[1]BigGo FinancePC ManufacturersAcer Chairman: Q4 PC Prices to Rise 5%–20%, Peak Expected in Mid-2027
Read on BigGo Finance →
[2]TechPowerUpPC ManufacturersAcer Expects PC Prices to Rise by Up to 20% in Q4, Peak Around Mid-2027
Read on TechPowerUp →
[3]TweakTownPC ManufacturersAcer warns PC prices could rise by up to 20% despite improving memory supply
Read on TweakTown →
[4]TechRadarMemory SuppliersIs the RAM crisis overblown? Acer CEO plays down memory shortage, and says it's 'impossible' for it to last until 2030
Read on TechRadar →
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