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Memory inventory for 2027 has reportedly already been almost entirely sold out because of AI
Memory supply is poised to be very tight next year too. We can expect prices to remain very high and inventory to be extremely limited.
According to a new report from DigiTimes, Samsung, Micron, and SK Hynix have reportedly already sold out their entire production capacity for DRAM and HBM (high-bandwidth memory) for 2027 because of demand related to AI and several long-term agreements.
As a result, DRAM for computers, smartphones, and other everyday devices will become extremely scarce. The same is true for NAND memory, for which all capacity for 2027 could be fully booked as early as August 2026.
