Analysts see DRAM supply constraints extending into 2027 as AI demand grows

EE Times Asia reports that TechInsights and Circular Technology analysts expect DRAM availability to remain constrained through 2027, citing demand growth and cautious capacity additions. The article says both analysts view long-term supply agreements and customer-backed expansion as factors shaping how producers add capacity. It also cites Dell'Oro Group data showing triple-digit year-over-year growth in DRAM and storage revenue for server and storage systems in Q2 2026, alongside a greater-than-twofold rise in average selling price per bit. These are analysts' outlooks and market-research figures, not a guarantee of future shortages or consumer price changes.