DRAM chip supply to memory module makers could drop by more than 70% in 2027, says Apacer CEO

According to Apacer CEO C.K. Chang, the supply of DRAM chips to independent module manufacturers could drop by more than 70% year-on-year in 2027, highlighting a severe global memory supply shortage. ... Read original →

The tightening of DRAM supply has cascaded from end-market demand to upstream manufacturing, as high-bandwidth memory (HBM) and AI server memory demand divert production capacity from major players like Samsung, SK Hynix, and Micron. These firms are prioritizing high-margin products, leaving traditional DDR4/DDR5 chips to compete for a shrinking supply pool. Chinese vendors such as CXMT and YMTC are gaining pricing leverage but lack the scale and validation to offset global shortages. In the short term, memory prices may remain elevated, while long-term, the semiconductor industry is undergoing a fundamental realignment of production allocation. If AI and cloud demand persists, the DRAM shortage could extend into 2028, compelling global manufacturers to reassess capacity planning and technology roadmaps.