DRAM chip supply to module makers could drop by more than 70% year-on-year in 2027, says Apacer CEO — demand for HBM and server RAM continues to devour manufacturing capacity
Chang, CEO of Taiwanese memory vendor Apacer, further tightening an already squeezed supply chain.Chang made the comments during the company's 1H 2026 investor conference on July 24, and in subsequent media interviews after the conference. The company is also arranging a five-year syndicated loan of up to NT$4 billion ($123.6 million USD) to purchase additional chips whenever manufacturers make them available, among other needs.Chang’s projection does not mean worldwide DRAM production will fall by more than 70%. His statement specifically refers to the volume major chip manufacturers may allocate to downstream module companies such as Apacer, which purchases memory chips and packages them into DIMMs, SSDs and embedded storage products.
- ▪Chang, CEO of Taiwanese memory vendor Apacer, further tightening an already squeezed supply chain.Chang made the comments during the company's 1H 2026 investor conference on July 24, and in subsequent media interviews after the conference.
- ▪The company is also arranging a five-year syndicated loan of up to NT$4 billion ($123.6 million USD) to purchase additional chips whenever manufacturers make them available, among other needs.Chang’s projection does not mean worldwide DRAM
- ▪His statement specifically refers to the volume major chip manufacturers may allocate to downstream module companies such as Apacer, which purchases memory chips and packages them into DIMMs, SSDs and embedded storage products.
Tom's Hardware files mainly under tech. We currently carry 354 of its stories.
Story provenance
Source · retrieval · rights · ranking — open for full record
inspect →
Attribution is not the same as permission. This drawer separates discovery metadata, excerpts, WeSearch-generated summaries, reuse status, and whether the publisher receives the visit. Nothing here claims a legal grant the publisher has not made.
Record
| Original publisher | Tom's Hardware |
| Canonical URL | https://www.tomshardware.com/pc-components/ram/dram-chip-supply-to-module-makers-could-drop-by-more-than-70-percent-year-on-year-in-2027-says-apacer-ceo-demand-for-hbm-and-server-ram-continues-to-devour-manufacturing-capacity |
| Publication time | Wed, 29 Jul 2026 10:30:00 +0000 |
| Retrieval time | 2026-07-29T10:41:12.160Z |
| Last seen | 2026-07-29T10:41:21.506Z |
| Headline source | Publisher (no WeSearch rewrite) |
| Excerpt source | publisher body |
| Excerpt method | First ~120 words (~800 chars) of extracted publisher body, fair-use limited. |
| Summary | WeSearch · cerebras-chat (WeSearch summarizer) |
| Summary source text | contentText |
| Citation coverage | Summary is a WeSearch-generated derivative; primary citation is the original publisher URL. |
| Cluster | DCpD-OBDx26R · 1 stories |
| Cluster logic | Grouped by semantic title/content similarity across sources within a rolling window. Same-publisher template collisions are excluded from coverage comparison. |
| Ranking reason | Story pages are not engagement-ranked. Hub feeds use recency, with optional source-diversified chronological ordering (cap consecutive stories per source). No personalized ranking. |
| Publisher visit | Yes — open original |
| Substitutes article? | No — link-out required for full text |
Rights status (four layers)
WeSearch handling by dimension
| Indexing | May the item be indexed (stored, ranked, made findable)? | Allowed |
| Snippet | May a short excerpt of the publisher's text be shown? | Allowed |
| AI summary | May WeSearch generate its own short summary of the article? | Limited |
| Retrieval / RAG | May the content be exposed for third-party retrieval-augmented generation? | Not asserted |
| Model training | May the content be used to train AI models? | Not asserted |
| Commercial reuse | May the content be reused commercially? | Not permitted |
Basis: Derived from the published RSS/Atom feed. Contact: [email protected]. Reviewed: 2026-07-24.
Opening excerpt (first ~120 words) tap to expand
PC Components RAM DRAM chip supply to module makers could drop by more than 70% year-on-year in 2027, says Apacer CEO — demand for HBM and server RAM continues to devour manufacturing capacity News By Etiido Uko Published 29 July 2026 Apacer stockpiles $383 million in memory and raises another $124 million to secure supply When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works. (Image credit: Getty Images / VCG) Copy link Facebook X Whatsapp Reddit Pinterest Flipboard Email Share this article 0 Join the conversation Follow us Add us as a preferred source on Google Newsletter Subscribe to our newsletter Memory supply from major DRAM manufacturers to independent module makers could drop to just 30% of the amount supplied in 2026 next year,…
Excerpt limited to ~120 words for fair-use compliance. The full article is at Tom's Hardware.
Discussion
0 commentsMore from Tom's Hardware
