Global DRAM Supply Expected to Fulfill Only 60% of Demand by 2027; Memory Costs Projected to Reach Approximately 40% of Low-End Smartphone Production Expenses by Mid-2026, Up from 20% Currently (Nikkei Asia)
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 hours ago
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Source: Techmeme
Global DRAM Supply Forecast: The global supply of DRAM is expected to meet only 60% of demand by 2027, indicating a significant shortfall in the market.
Memory Chip Manufacturing Costs: Memory chip manufacturing costs for low-end smartphones are projected to rise to around 40% by mid-2026, up from the current 20%.
Shortage Duration: A shortage of memory chips is likely to persist until around 2027, affecting production capabilities.
Key Players: The top manufacturers from the U.S. and South Korea are expected to play a crucial role in addressing the supply-demand imbalance in the DRAM market.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
