TrendForce forecasts widening DRAM supply gap in 2027 as AI demand crowds out standard memory

Diverging outlooks for memory chips: DRAM tightens on HBM capacity shifts while NAND faces price pressure from new supply and weak consumer demand.

By Handelsavisen Newsroom · Automated 2026-07-30 07:07 UTC · 1 min read

The global memory market is set for a sharp divergence in 2027, with dynamic random-access memory (DRAM) facing a widening supply deficit while NAND flash prices risk correction due to oversupply.

Research firm TrendForce projects that artificial intelligence infrastructure build-out will continue to dominate demand, creating structural imbalances across memory segments.

DRAM manufacturers are increasingly diverting production capacity toward high-bandwidth memory (HBM), the specialized chip required for AI accelerators.

This shift, combined with robust demand for AI servers, is expected to exacerbate the supply gap for standard DRAM modules.

Suppliers have already begun expanding capacity and accelerating process upgrades to meet long-term AI infrastructure needs, but the immediate effect is a squeeze on conventional memory availability.

In contrast, the NAND flash market faces headwinds.