prediction
AI server demand will keep rising, so the DRAM supply shortage is likely to continue until 2027.
A prediction by 대만공상시보. Statements are as reported by the cited publishers — not verified by DecisionGateway.
AI 서버 수요가 지속적으로 증가하면서 DRAM 공급 부족이 2027년까지 이어질 가능성
Discussion
Related claims
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 · 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 · 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 · 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 · 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 · predictionAs security, supply chain reorganization and AI infrastructure investment continue, long-duration supply will increase and the downside for interest rates will likely be limited.장기금리 및 재정 부담 확대 · prediction