AI Boom Set to Drive Persistent DRAM Shortage Through 2027
Dow Jones
Jul 30
0751 GMT - The artificial-intelligence boom is heavily monopolizing DRAM production, particularly for high bandwidth memory, likely driving a persistent supply shortage through 2027, according to a TrendForce report. Surging AI server demand is outpacing supply, as new DRAM fabs won't meaningfully boost output until 2028, keeping prices strong. Meanwhile, weak consumer tech demand has created a sharply diverging outlook for NAND flash. TrendForce expects new capacity to push the NAND market into oversupply by late 2027, bringing potential downward pressure on prices. However, a breakthrough in agentic AI could reignite demand for high-speed NAND storage, pushing the market closer to equilibrium.
At the request of the copyright holder, you need to log in to view this content
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.