--- title: "TrendForce forecasts that 2027 Server CPU shipments will grow more than 30% year over year, while… — TrendForce — DecisionGateway" description: "prediction by TrendForce, recorded recently — verbatim quote and source citation." canonical_url: "https://dgw.tmarket.io/claims/01a1da7c-03bd-7234-b317-c0bc273ad803" meta: "og:description": "prediction by TrendForce, recorded recently — verbatim quote and source citation." "og:image": "https://dgw.tmarket.io/og.jpg" "og:image:alt": "White network of connected nodes crossed by a timeline on black" "og:image:height": "1024" "og:image:width": "1024" "og:title": "TrendForce forecasts that 2027 Server CPU shipments will grow more than 30% year over year, while… — TrendForce — DecisionGateway" "twitter:image": "https://dgw.tmarket.io/og.jpg" --- > Index of every page on this site: [llms.txt](https://dgw.tmarket.io/llms.txt) prediction # **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.** A prediction by [**TrendForce**](https://dgw.tmarket.io/actors/01a1da7c-0378-7192-b07c-a27a8e178a81). Statements are as reported by the cited publishers — not verified by DecisionGateway. > *TrendForce는 2027년 Server CPU 출하량이 전년비 30% 이상 증가하는 반면 Server DRAM 비트 공급 증가는 약 25%에 그칠 것으로 전망, SOCAMM 공급을 포함해도 수급 격차를 메우기 어려울 것으로 분석* hanachinaPublished 2026-11-10 [ Read source](https://t.me/hanachina/71890) [**TrendForce dossier **](https://dgw.tmarket.io/actors/01a1da7c-0378-7192-b07c-a27a8e178a81) ## **Discussion** ## **Related claims** [**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) [**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) [**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) [**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) [**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) [**For 2027, the report recommends an approach focused on data centers and semiconductors, momentum that can be verified in substance and felt in immediate earnings.**현대차증권 건설/유틸리티 신동현 · prediction](https://dgw.tmarket.io/claims/01a1d93f-e9e5-7bc9-8c00-be731c8a0026) ## **More claims by TrendForce** [**According to TrendForce's report, recycled re-soldered memory will account for 3% to 4% of the smartphone market this year, climbing to 7% to 9% in 2027.**prediction](https://dgw.tmarket.io/claims/01a1da9f-00fc-7a7c-a9af-96eda8522325) [**TrendForce expects memory that is re-soldered and recycled this year to account for 34% of the smartphone market, rising to 79% by 2027.**prediction](https://dgw.tmarket.io/claims/01a1da9f-008a-7279-842d-076e7846acf6) [All claims by TrendForce](https://dgw.tmarket.io/claims?claimant_id=01a1da7c-0378-7192-b07c-a27a8e178a81) [All claims](https://dgw.tmarket.io/claims) ```json {"@context":"https://schema.org","@graph":[{"@id":"https://dgw.tmarket.io/#website","@type":"WebSite","description":"Decisions, events and falsifiable forecasts from 4,000+ Telegram channels — every claim cited. 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