DRAM chip supply to module makers could drop by more than 70% year-on-year in 2027, says Apacer CEO — demand for HBM and server RAM continues to devour manufacturing capacity - Tom's Hardware

According to Apacer CEO C.K. Chang, DRAM chip supply to independent module makers could drop by more than 70% year-on-year in 2027. This shortage stems from the surge in demand for high-performance me... Read original →

Behind the dramatic DRAM supply contraction lies a fundamental realignment of semiconductor capacity driven by AI compute demand. The surge in HBM and server RAM is monopolizing production capacity, leaving conventional DDR4/DDR5 segments starved. Upstream foundries prioritize high-margin advanced nodes, while downstream module makers face acute shortages, impacting sectors like automotive and industrial. Chinese players such as CXMT and YMTC are ramping up, but product validation and capacity scaling lag, offering no immediate relief. This imbalance is not cyclical but structural, rooted in AI’s insatiable appetite for memory. 2027 marks a pivotal year; without significant capacity additions, the industry will enter a prolonged shortage phase through 2030. Companies must secure supply chains early, or risk supply chain fragmentation and operational disruption.