All memory manufactured in 2027 has been sold out
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.
Why it matters
The massive demand for AI infrastructure is creating a hardware supply crisis that threatens to make consumer computing components significantly more expensive and scarce.
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.
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 not yet confirmed this to be the case.) Of course, that only means that retail prices are going to go up even further in the near future.
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