RAMageddon? 2027 Memory Capaci... Note
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RAMageddon? 2027 Memory Capacity Reportedly Sold Out

All three major memory manufacturers, Samsung, SK Hynix, and Micron, have reportedly sold their entire 2027 DRAM and HBM manufacturing capacity. This capacity has been purchased by AI companies, according to reports from Digitimes and TweakTown. While the manufacturers have not yet confirmed these reports, the implications for consumers are significant. The pre-ordering through long-term agreements means that RAM is unlikely to become more affordable or abundant in the near future. This widespread purchase of memory is driven by the escalating demands of the AI industry. Consequently, retail prices for memory are expected to rise further. The issue extends beyond just memory, as NAND storage is also experiencing increased demand. Although NAND capacity has not been fully absorbed due to a larger number of suppliers, SSD prices have been steadily increasing over the past six months. This indicates a broader trend of rising costs across memory and storage components. The situation highlights a critical supply-demand imbalance fueled by AI's insatiable appetite for hardware.