RAMageddon? 2027 Memory Capacity Reportedly Sold Out
IGN reports: [A] new report suggests that all three memory manufacturers — Samsung, SK Hynix, and Micron — have collectively sold through their 2027 memory manufacturing capacity to, you guessed it, AI companies. According to a report from Digitimes and spotted by TweakTown, all DRAM and HBM capacity has been sold through for 2027, with no further supply planned. (The companies themselves have…
A new report indicates that all three leading memory manufacturers - Samsung, SK Hynix, and Micron - have sold their 2027 memory manufacturing capacity to AI companies. According to a Digitimes report, all DRAM and HBM capacity has been sold for 2027, with no additional supply planned. This situation will likely cause retail prices to rise further in the near future.
The main concern is that many companies purchasing this capacity did so through long-term purchasing agreements, essentially pre-ordering memory over a five-year term before it's even manufactured. Unless more capacity becomes available within the next few years, it appears unlikely that RAM will become more affordable and scarce anytime soon.
The issue extends beyond memory; NAND storage demand is also on the rise. While NAND capacity hasn't been completely absorbed since there are more suppliers, it's not difficult to foresee that SSD prices have been steadily increasing over the past six months.
Written by urgent.news from Slashdot's reporting — not their text. Machine-written — it may contain errors, so check the original before relying on it.
