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Toms Hardware
DRAM chip supply to memory module makers could drop by more than 70% in 2027, says Apacer CEO Published 29 July 26
Apacer's CEO has highlighted a critical issue within the DRAM market, projecting a significant supply decline of over 70% for memory module manufacturers by 2027. This forecast is attributed primarily to the escalating demand for high-bandwidth memory (HBM) and server RAM, which are rapidly consuming the manufacturing capacity currently available. The implications of such a supply drop could ripple through the tech industry, leading to shortages, higher prices, and potential delays in technology advancements reliant on DRAM components.
MonitorConfidence: MediumMid term horizonSupply chain risk: High
Published 29 Jul 2026, 11:45 UTC1 min read
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Summary
TL;DR
- Apacer CEO forecasts a 70% drop in DRAM supply by 2027
- Increased demand for HBM and server RAM cited as primary driver
- Potential ripple effects on pricing and technology advancement
- Manufacturing capacity is being consumed rapidly by rising demand
- Concerns over possible supply chain instability in memory market
Interesting facts
- The shift towards advanced memory technologies like HBM is reshaping the DRAM landscape.
- Memory module makers may need to adapt strategies to cope with supply constraints.
- This projection emphasizes the competitive pressures in the memory market.