The Zhitong Finance App learned that according to the latest research by TrendForce Jibang Consulting, demand for AI servers continues to expand, and HBM and conventional DRAM are still competing for limited advanced processes and wafer production capacity. Coupled with the yield and output improvement of next-generation products, it is estimated that memory supply will continue to be tight in 2027.

Zhitongcaijing · 2d ago
The Zhitong Finance App learned that according to the latest research by TrendForce Jibang Consulting, demand for AI servers continues to expand, and HBM and conventional DRAM are still competing for limited advanced processes and wafer production capacity. Coupled with the yield and output improvement of next-generation products, it is estimated that memory supply will continue to be tight in 2027.