Memory-module manufacturer Apacer has warned that the DRAM shortage could shift from rapidly rising prices to an inability to secure sufficient stock during 2027. CEO Chang Chia-kun reportedly said manufacturers’ available allocations next year could fall to approximately 30% of previous levels—a 70% reduction. The figure describes expected allocations available to customers rather than a literal 70% contraction in global wafer output. HBM consumes additional manufacturing resources, but conventional high-capacity DDR5 for AI servers also competes directly with desktop, notebook and workstation memory. Apacer depends on allocations from chip manufacturers and has a commercial interest in emphasizing supply risk.