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Apacer CEO warns DRAM allocations to module makers could fall below 30% of 2026 levels in 2027 as HBM and server RAM manufacturing capacity saturates with AI demand.

Major memory supply constraint ahead; non-AI segments face severe DRAM shortages as hyperscalers lock down capacity.
Trade pressSlicast · July 29, 2026 · US · Source: Google News
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Apacer CEO warns DRAM allocations to module makers could fall below 30% of 2026 levels in 2027 as HBM and server RAM manufacturing capacity saturates with AI demand.

Major memory supply constraint ahead; non-AI segments face severe DRAM shortages as hyperscalers lock down capacity.

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Apacer CEO warns DRAM allocations to module… · Slicast