Ingenic expects DRAM foundry capacity to stay tight until late 2027

The outlook adds another data point to the idea that AI demand is keeping memory capacity stretched. Ingenic's comment is especially relevant because it comes from a Chinese special-memory and embedded-processor company, while GigaDevice has also recently warned about market risks. For buyers, the timeline matters: if foundry capacity does not ease until 2H27, smaller and specialty memory customers may face a longer period of limited flexibility and firmer pricing.