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
TrendForce, a memory industry research firm, projects that HBM bit shipments will increase by 50-60% year-over-year in 2027. This growth is expected to be insufficient to meet the rising demand for HBM. The firm notes that DRAM supply will remain tight through 2027, contributing to the supply-demand imbalance.
Verified 2026-09-28
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Even fast growth in AI memory may not meet demand, so shortages could shape what chips get built.
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