TECH Signal 499
All memory manufactured in 2027 has been sold out
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All 2027 DRAM and HBM manufacturing capacity from Samsung, SK Hynix, and Micron has reportedly been sold to AI companies through long-term agreements, leaving no remaining supply for other buyers.
Engineers and organizations without long-term purchase agreements will face severe difficulty procuring memory through at least 2027, with 2028 also looking constrained. Hardware costs are already rising as a result, and this will directly impact project budgets and timelines.
Written by elseif from the cluster below · every claim links back to a sourceThe three things worth knowing
Samsung, SK Hynix, and Micron have sold all 2027 DRAM and HBM capacity to AI companies via five-year purchase agreements.
NAND storage demand is rising but has not fully sold out because more suppliers exist in that market.
Consumer hardware prices are already reflecting the shortage, with SSDs up over 50% in six months and devices like Steam Machine launching above intended price points.
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