Memory supply from major DRAM manufacturers to independent module makers could drop to just 30% of the amount supplied in 2026 next year, according to C.K. 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. Although memory price increases are expected to slow during the second half of 2026 — reportedly due to consumers deciding that RAM is too expensive — he believes severe shortages will persist into at least the middle of 2027, and that DRAM will remain the most constrained segment.
