According to Trendforce analyst Xu Jiayuan, server DRAM supply constraints are expected to extend into 2027 as artificial intelligence workloads continue to surge. In 2027, server CPU shipment growth is projected to exceed 30% year-over-year, while server DRAM bit supply growth will reach only approximately 25%. Even when accounting for SOCAMM supply, the supply-demand gap will persist, with DRAM remaining in tight supply throughout 2027.

The widening gap stems from accelerating deployment of Agentic AI applications by cloud service providers, which requires not only increased GPU and ASIC usage but also higher CPU and RDIMM memory demand for orchestration and tool execution tasks. DRAM manufacturers are prioritizing server DRAM and HBM production, with combined 2024–2027 compound annual growth reaching 46%, projected to account for 65% of total DRAM supply by end-2027.

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