NuAxiSemiconductor trade intelligence
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
What happened
Apacer CEO predicts DRAM supply to module makers will drop by 70% year-on-year in 2027. Major manufacturers are reallocating 60% of capacity to HBM and server memory. Bullish: Severe shortages are expected to persist, driving up prices.
Impact and signal
High impactImpact score: 90/100
Affected components and suppliers
shortagecapacity-allocationsupply-cut
Source and time
Source: Tom's Hardware · 7/29/2026 · View original source
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