prediction
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.
A prediction by 대만공상시보. Statements are as reported by the cited publishers — not verified by DecisionGateway.
전체 DRAM 비트 공급 증가율은 2026년 31%에서 2027년 24%로 둔화될 전망
Discussion
Related claims
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.대만공상시보 · predictionTrendForce 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 · predictionAI server demand will keep rising, so the DRAM supply shortage is likely to continue until 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 · predictionLPDDR 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 · prediction디아이 본사 is expected to lead growth in 2027, with orders from major customers' general-purpose memory investments starting in earnest from 1Q27 and memory package tester supply volume rising sharply versus this year.현대차증권 반도체소부장/로보틱스 윤동욱 · prediction