A public claim that the memory shortage is easing has set off a fight in Taiwan's tech world, and it is bad news for anyone betting that chip prices are about to cool.

• Acer chairman Jason Chen said memory supply is improving and DDR demand is turning — a rare bearish voice in a booming market.
• Analyst Kuo Che-jung hit back hard, saying the shortage will not ease through next year and that doubters have missed how much memory AI actually eats.
• Michael Burry picked up the comment overseas to argue for bigger short bets against chipmakers and memory stocks, rattling investors.
• Phison's chairman piled on too, joking that everyone is hurting from tight DRAM except Acer.
• The core argument for tight supply: every AI query and every AI agent running in the background burns memory, and cheaper chips only pull in more total demand.

Outlook: Memory prices look set to stay tight into next year, with short-term share swings likely as the bull and bear camps trade blows.