Memory companies (Micron, SanDisk) have sold out DRAM/HBM and NAND capacity through 2027,
Memory companies (Micron, SanDisk) have sold out DRAM/HBM and NAND capacity through 2027, with customers receiving only 60-70% of requested volumes, indicating a severe shortage ahead.
“SK Hynix, $MU , and Samsung have sold out of 2027 capacity for DRAM/HBM. $SNDK, Samsung, Micron current annual NAND capacity has been sold out, with Kioxia and SK Hynix expected to finalize allocations by August 2026. - Customers are being allocated only 60–70% of the volumes they initially requested - industry insiders pointed out that 2027 will enter the most severe moment of memory shortage - Allocation amounts are mostly decided, but final shipment pricing will be determined closer to delivery Source: Digitimes, citing industry sources. Hard to see those memory "oversupply" claims in early-mid 2027 when they're all sold out of capacity already.”Original post：X / @aleabitoreddit ↗