DigiTimes: 2027 DRAM/HBM capacity already sold out According to a DigiTimes report, annual 2027 DRAM and HBM capacity has been fully booked out ahead of schedule. NAND flash supply isn't as tight as DRAM, but bookings are expected to be completely filled by the end of this month. Per sources cited by DigiTimes, companies aren't openly acknowledging that they need to lock in memory by this month — because they worry that if more players pile into the scramble for supply, their own allocations will shrink. Manufacturers also typically deliver only 60–70% of the volumes buyers originally requested, as memory makers prioritize demand from CSPs and AI majors. As a result, the DRAM volumes smartphone and PC makers can secure in 2027 are expected to fall markedly versus 2026. DigiTimes, citing industry sources, noted that with capacity now effectively almost entirely sold out, companies that have yet to finalize their volumes could face an even more acute "can't buy it even if you want to" situation in 2027. The report added that elevated memory prices are set to become the norm. While the sharp price spikes driven by the fight for allocation may subside — meaning the magnitude of 2027 price increases could be more moderate — the overall supply shortfall and the cost burden on the finished-goods industry are unlikely to be resolved in the near term.

DigiTimes: 2027 DRAM/HBM capacity already sold out According to a DigiTimes report, annual 2027 DRAM and HBM capacity has been fully booked out ahead of schedule. NAND flash supply isn't as tight as DRAM, but bookings are expected to be completely filled by the end of this month. Per sources cited by DigiTimes, companies aren't openly acknowledging that they need to lock in memory by this month — because they worry that if more players pile into the scramble for supply, their own allocations will shrink. Manufacturers also typically deliver only 60–70% of the volumes buyers originally requested, as memory makers prioritize demand from CSPs and AI majors. As a result, the DRAM volumes smartphone and PC makers can secure in 2027 are expected to fall markedly versus 2026. DigiTimes, citing industry sources, noted that with capacity now effectively almost entirely sold out, companies that have yet to finalize their volumes could face an even more acute "can't buy it even if you want to" situation in 2027. The report added that elevated memory prices are set to become the norm. While the sharp price spikes driven by the fight for allocation may subside — meaning the magnitude of 2027 price increases could be more moderate — the overall supply shortfall and the cost burden on the finished-goods industry are unlikely to be resolved in the near term.

Source:https://x.com/jukan05/status/2084410347726004534