SUPPLY

Global DRAM supply

Normalize vendor bit shipments to EB and track market-share shifts.

Wu Zihao · 2026.07

2026

39.85 EB

2027

45.12 EB

Annual bit growth

+13.2%

Vendor	2025	2026E	2027E	2028E	Share 2027
Samsung	12.1 EB	13.1 EB	14.9 EB	17.1 EB	33%
SK hynix	10.1 EB	12.5 EB	14.25 EB	16.35 EB	31.6%
Micron	6.8 EB	8.05 EB	9.4 EB	11.4 EB	20.8%
CXMT	2.75 EB	3.65 EB	3.9 EB	5.4 EB	8.6%
Fujian Jinhua / SwaySure	0.65 EB	0.7 EB	0.75 EB	1.3 EB	1.7%
Taiwan and others	1.4 EB	1.85 EB	1.92 EB	2.1 EB	4.3%

SUPPLY / DEMAND

The other side: can supply catch demand?

2025

Global DRAM supply33.8 EB

Demand center33.4 EB

Gap-0.40 EB

2026E

Global DRAM supply39.85 EB

Demand center39.85 EB

Gap0.00 EB

2027E

Global DRAM supply45.12 EB

Demand center47.41 EB

Gap2.29 EB

2028E

Global DRAM supply53.65 EB

Demand center53.1 EB

Gap-0.55 EB