---
title: "AI server demand will keep rising, so the DRAM supply shortage is likely to continue until 2027. — 대만공상시보 — DecisionGateway"
description: "prediction by 대만공상시보, recorded recently — verbatim quote and source citation."
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  "og:title": "AI server demand will keep rising, so the DRAM supply shortage is likely to continue until 2027. — 대만공상시보 — DecisionGateway"
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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*

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

## **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 · prediction](https://dgw.tmarket.io/claims/01a1da7c-03bd-7234-b317-c0bc273ad803) [**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 · prediction](https://dgw.tmarket.io/claims/01a1da7c-0416-79cb-9f48-b4640bc8bfed) [**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) [**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) [**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) [**As 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](https://dgw.tmarket.io/claims/01a1d4a6-0df7-7742-8e7e-c99093480832)

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