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. DRAM manufacturers are increasingly reserving their output for high-bandwidth memory (HBM), server memory, and other products purchased directly by large AI and cloud customers. Samsung, SK Hynix and Micron — the world's biggest memory chip makers — are prioritizing higher-margin HBM and advanced server memory as AI infrastructure spending consumes an increasing share of available manufacturing capacity. Elsewhere, analysts project a 40% increase in DRAM prices in Q3 2026, even as demand extends to the oldest standards still in production.