Devices · 2h ago
DRAM Supply to Module Makers Could Plunge 70% by 2027 as AI Gobbles Capacity
Apacer's CEO warns that DRAM chip allocations to module makers may drop below 30% of 2026 levels by 2027. The shortage is driven by soaring demand for HBM and server RAM for AI workloads. This tightening supply is expected to push memory prices higher.
Meridian48 take
The warning underscores how AI's insatiable appetite for memory is reshaping the DRAM market, potentially squeezing PC and consumer hardware makers.
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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
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