SUPPLY

Fujian Jinhua / SwaySure

Bit-shipment forecast, global share and model sensitivities.

2026.07

2026

0.7 EB

2027

0.75 EB

Change

7.1%

Share of global DRAM bit shipments in 2027.

Fujian Jinhua / SwaySure · 1.7%1.7%

Key risks

Node migration

HBM yield

Product mix