Acer: Memory Shortage Eases, PC Prices to Keep Rising Into 2027

The signal here is less about supply and more about the pass-through lag: component tightness easing does not translate into cheaper PCs while elevated input costs are still working through pricing, and Acer is guiding to that gap persisting well past the current year. For anyone tracking hardware-driven demand in crypto and RWA infrastructure — mining, node operations, edge deployments — the relevant read is that replacement and expansion costs stay elevated regardless of improving availability. Whether the projected reversal actually lands in the second half of 2027, or slips again, is the open question.