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Supply chain6/day by emailEstimate
DRAM supply will stay tight through 2027 and HBM4e validation timelines remain uncertain, TrendForce says -- pressure serious enough that Nvidia is now evaluating scaled-back HBM configurations for its Rubin Ultra chips. Even so, TrendForce projects HBM bit shipments will grow year-over-year in 2027 by 50-60% YoY HBM bit-shipment growth in 2027 -- still short of demand
Verified 2026-09-28
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