TrendForce(@trendforce):💾 Server DRAM Isn't Safe Either: HBM's Crowd-Out Effect Is Not Easing. Cloud titans' aggressive AI infrastructure expansion continues to drive demand for HBM, server DRAM, and SOCAMM into 2027. With top suppliers prioritizing HBM in capacity allocation, the crowd-out effect has grown severe, leaving server DRAM supply increasingly constrained. TrendForce forecasts supply bit growth of just 24% in 2027, well short of market demand, sustaining a DRAM shortage throughout the year. Decode the 2027 DRAM deficit 👉 https://t.co/u0nouyTWoq Explore the memory hierarchy shift 📖 https://t.co/Obhqycsdm7 #TrendForce #SelectedTopics

TrendForce

@trendforce

Founded in 2000, TrendForce is a global provider of market intelligence on technology industries based in Taipei. Also find us on

参加 October 2010

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TrendForce@trendforce

2026.08.03 14:01

💾 Server DRAM Isn't Safe Either: HBM's Crowd-Out Effect Is Not Easing. Cloud titans' aggressive AI infrastructure expansion continues to drive demand for HBM, server DRAM, and SOCAMM into 2027. With top suppliers prioritizing HBM in capacity allocation, the crowd-out effect has grown severe, leaving server DRAM supply increasingly constrained. TrendForce forecasts supply bit growth of just 24% in 2027, well short of market demand, sustaining a DRAM shortage throughout the year. Decode the 2027 DRAM deficit 👉 Explore the memory hierarchy shift 📖 #TrendForce# #SelectedTopics#