SUPPLY

Taiwan and others

Bit-shipment forecast, global share and model sensitivities.

2026.07

2026

1.85 EB

2027

1.92 EB

Change

3.8%

Share

Share of global DRAM bit shipments in 2027.

Taiwan and others · 4.3%4.3%

Key risks

Node migration

HBM yield

Product mix