Story thread · 2 reports / 2 sources

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

tomshardware.com · 13dShare

Apacer warns DRAM allocations to module makers could fall below 30% of 2026 levels as AI demand tightens supply and pushes memory prices higher.

First report: Memory module maker Apacer warns 2027 DRAM supply could fall 70% — digitimes.com, 14d