prediction
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.
A prediction by 대만공상시보. Statements are as reported by the cited publishers — not verified by DecisionGateway.
Server DRAM과 HBM의 합산 비트 공급량은 2024~2027년 연평균 46% 증가하고, 2027년 말 전체 DRAM 공급에서 차지하는 비중은 65%까지 높아질 전망임
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Related claims
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 · 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 · predictionThe 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 · 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 · prediction