Apacer CEO Warns That Commodity DRAM Supply Will Fall By 70% In 2027, Echoing A Doomsday Take From The CEO Of SK hynix

Apacer CEO C.K. Chang said commodity DRAM output could fall to about 30% of 2026 levels in 2027 as HBM production takes priority.

That echoes SK hynix CEO Kwak Noh-jung’s warning that 2027 could be the worst year for memory supply.

Samsung and SK hynix are expected to ramp HBM output sharply, while non-HBM DRAM growth remains below demand.

New fab capacity is coming online only gradually, so near-term supply relief looks limited; CXMT’s 3D DRAM work is a longer-term hope.

A steep DRAM shortage could lift prices and tighten availability for PCs, phones, servers, and other electronics.