Hacker News·3 min read·medium
All memory manufactured in 2027 has been sold out
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✦AI Summary
A report suggests that major memory manufacturers have sold out their DRAM and HBM production capacity through 2027 to AI companies. This supply shortage is expected to drive up retail prices for consumer electronics and storage components.
It feels like no matter where I look recently, there's more evidence that the RAM crisis isn't ending any time soon. Now, 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.
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