---
title: "Combined Server DRAM and HBM bit supply will grow at a 46% compound annual rate from 2024 to 2027,… — 대만공상시보 — DecisionGateway"
description: "prediction by 대만공상시보, recorded recently — verbatim quote and source citation."
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prediction

# **Combined 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.**

A prediction by 대만공상시보. Statements are as reported by the cited publishers — not verified by DecisionGateway.

> *Server DRAM과 HBM의 합산 비트 공급량은 2024\~2027년 연평균 46% 증가하고, 2027년 말 전체 DRAM 공급에서 차지하는 비중은 65%까지 높아질 전망임*

hanachinaPublished 2026-11-10 [ Read source](https://t.me/hanachina/71890)

## **Discussion**

## **Related claims**

[**Total 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 · prediction](https://dgw.tmarket.io/claims/01a1da7c-0425-7053-b405-94f6e809c2cc) [**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.**TrendForce · prediction](https://dgw.tmarket.io/claims/01a1da7c-03bd-7234-b317-c0bc273ad803) [**AI server demand will keep rising, so the DRAM supply shortage is likely to continue until 2027.**대만공상시보 · prediction](https://dgw.tmarket.io/claims/01a1da7c-03a0-7e6a-bd8a-66fdebd3de3d) [**Even 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 · prediction](https://dgw.tmarket.io/claims/01a1da7c-0407-7bf1-a791-3a3512f2df5a) [**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 · prediction](https://dgw.tmarket.io/claims/01a1da7c-03f1-701f-9fc5-731720b97979) [**LPDDR supply is the tightest among DRAM products due to expanding SOCAMM demand for AI systems, and price increases are expected to continue for the time being.**하나증권 · prediction](https://dgw.tmarket.io/claims/01a1cea2-1a1b-74d2-a120-73869d88cafe)

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