Development

Memory supply will meet only 60% of demand through 2027

development2026-04-20

Claim

Global DRAM supply is expected to meet only 60% of demand through 2027, pushing memory to roughly 40% of the manufacturing cost of a low-end smartphone by mid-2026, up from 20% today.

Reported metric: 60% of demand / 20% → 40%

Reporting date: 2026-04-20 (not necessarily the event date)

Sources

Attribution and reporting linked by this record; links do not imply independent verification.

Welcome to April 20, 2026 (theinnermostloop.substack.com)

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Reported in

Welcome to April 20, 2026

Evidence for

Supersedes

RAM kits ship with a fake stick for psychological relief

Referenced by

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Citation formatCitation text

Memory supply will meet only 60% of demand through 2027
Innermost Loop KB — secondary record
Reporting date: 2026-04-20
KB permalink: https://nicholsn.github.io/innermost-loop-kb/developments/2026-04-20-dram-meets-60-percent-of-demand
Claim: Global DRAM supply is expected to meet only 60% of demand through 2027, pushing memory to roughly 40% of the manufacturing cost of a low-end smartphone by mid-2026, up from 20% today.
Attributed sources:
- Welcome to April 20, 2026 — https://theinnermostloop.substack.com/p/welcome-to-april-20-2026
This citation does not imply independent verification of linked-source claims.

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