Transcend sees DRAM supply potentially halving in 2027 as memory prices plateau

What happened

Peter Shu, chairman of Taiwanese memory module maker Transcend, expects DRAM and NAND Flash prices to plateau after stabilising in the third quarter of 2026; further price increases appear limited, but declines remain unlikely. DRAM is still in short supply, while NAND Flash availability has stabilised. At the title level, he expects DRAM supply potentially halving in 2027. This supply halving is a conditional, forward-looking forecast rather than a confirmed capacity cut; the source does not state the cause.

Impact and signal

Affected components and suppliers

Source and time

Source: DigiTimes Asia · 11/8/2026 · View original source