DRAM chip supply to module makers could drop by more than 70% year-on-year in 2027, says Apacer CEO — demand for HBM and server RAM continues to devour manufacturing capacity

Apacer CEO C.K. Chang warns major DRAM suppliers may cut shipments to module makers to about 30% of 2026 levels by 2027.

He says memory producers are redirecting capacity toward higher-margin HBM and server RAM for AI demand, tightening supply for downstream buyers.

Apacer expects the shortage to last until mid-2027 and is building inventory and financing to secure chips.

DRAM and NAND prices are also expected to keep rising through 2026 before growth eases later in the year.