Apacer CEO Chang Chia-Kun stated at the investor conference that AI infrastructure has propelled the memory industry into a supercycle of structural supply shortage, with price hikes far from over. He expects severe tightness for DRAM and NAND Flash in the second half of this year, and the supply shortage will persist through mid-2027. Apacer’s inventory value had climbed to NT$12.4 billion as of the end of June.
All Rights Reserved © 2026 MemoryMarket.com
