The CEO of Apacer Technology, C.K. Chang, predicts a severe shortage of DRAM chips for module makers by 2027, with supply potentially dropping by over 70% year-on-year. This shortage is driven by major manufacturers like SK Hynix and Samsung prioritizing high-bandwidth memory (HBM) and server RAM for AI infrastructure, consuming about 60% of DRAM capacity. In response, Apacer has increased its inventory and is securing a significant loan to ensure future chip acquisition, as the demand for AI-related memory components continues to outstrip supply. AI
IMPACT Accelerated demand for AI infrastructure will continue to strain memory supply chains, potentially impacting pricing and availability for non-AI applications.
RANK_REASON CEO of a memory vendor makes a significant prediction about future supply chain constraints driven by AI demand. [lever_c_demoted from significant: ic=1 ai=0.7]
- Apacer Technology
- C.K. Chang
- DDR4 SDRAM
- DDR5 RDIMM
- DDR5 SDRAM
- High Bandwidth Memory
- Micron
- Samsung
- SK Hynix
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