Samsung, SK hynix and Micron have allocated all their 2027 DRAM and HBM capacity.
Taiwanese outlet DigiTimes cited “industry insiders” saying the big three memory suppliers have no extra supply planned.
That means all memory scheduled for manufacture in 2027 by Samsung, SK hynix and Micron is apparently sold out.
The culprit, as usual, is the artificial intelligence boom and its bottomless appetite for expensive hardware.
Several forecasts now claim 2027 could be the worst year on record for memory supply.
Demand is well beyond supply, while memory makers are signing long-term agreements to supply customers for up to five years.
The result is a market where buyers without a deal may find themselves staring at empty shelves and silly prices.
July and August are usually when companies secure memory for the following year. This year, the scramble suggests plenty of firms may not get the chips they need for 2027.
Big AI companies and hyperscalers are buying huge quantities of HBM. The report says some unnamed firms have resorted to “begging” for supply while paying a lot more for the privilege.
Consumer kit is not escaping the mess either. The report says DRAM supply for PCs, laptops and smartphones will be “significantly reduced” compared with 2026.
That points to pricier systems, stingier memory configurations and another round of vendors pretending less RAM is a bold design choice.
NAND flash for SSDs and storage is facing supply pressure too, though not at the same daft level.
DigiTimes said there is still NAND allocation and capacity available for 2027. Even that is expected to be fully booked by the end of August 2026.
