prediction
TrendForce forecasts that 2027 Server CPU shipments will grow more than 30% year over year, while Server DRAM bit supply growth will be only about 25%, and that even including SOCAMM supply the supply-demand gap will be hard to close.
A prediction by TrendForce. Statements are as reported by the cited publishers — not verified by DecisionGateway.
TrendForce는 2027년 Server CPU 출하량이 전년비 30% 이상 증가하는 반면 Server DRAM 비트 공급 증가는 약 25%에 그칠 것으로 전망, SOCAMM 공급을 포함해도 수급 격차를 메우기 어려울 것으로 분석
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Related claims
The 2027 Server CPU shipment growth rate is expected to be at least 30%, with a base forecast of 40–45%; AMD and Arm architectures may exceed the average while Intel may fall below it.대만공상시보 · predictionCombined Server DRAM and HBM bit supply will grow at a 46% compound annual rate from 2024 to 2027, and its share of total DRAM supply will rise to 65% by the end of 2027.대만공상시보 · predictionEven combining RDIMM and SOCAMM, 2027 supply growth will be about 35–40%, lower than the 40–45% CPU shipment growth rate, so the supply shortage will persist.대만공상시보 · predictionAI server demand will keep rising, so the DRAM supply shortage is likely to continue until 2027.대만공상시보 · predictionTotal DRAM bit supply growth will slow from 31% in 2026 to 24% in 2027, then recover to more than 25% in 2028 as new capacity comes online.대만공상시보 · predictionFor 2027, the report recommends an approach focused on data centers and semiconductors, momentum that can be verified in substance and felt in immediate earnings.현대차증권 건설/유틸리티 신동현 · prediction
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