The PC DRAM market faces a supply shortage in 2027, which is expected to drive further price increases. Suppliers are prioritizing other market segments, leaving the consumer PC sector with limited allocations.
Major production capacity expansions are not expected until 2029. Meanwhile, cloud providers are securing long-term supply agreements. Samsung has already pre-sold up to 70% of its production capacity through 2031.
The HBM segment continues to consume significant manufacturing resources, as AI infrastructure demand remains high. Prices for HBM are projected to at least double in 2027, with 8-layer chips dominating the market.
Competition for GDDR is intensifying as workstation GPUs for AI tasks require three times more memory than consumer versions. Additionally, the shift toward LPDDR in servers is further reducing availability for standard PCs.
System integrators reported memory price hikes of up to 15% early this quarter. Analysts at TrendForce expect prices to rise by 15–20% by the end of the year, with continued upward pressure throughout 2027.
