Memory Supply Squeeze: Top 3 Makers Fully Booked for HBM and DRAM Through 2027
rohanpaul_ai · x · 2026-08-07
The upcoming year will see an extremely tight memory supply. The top 3 memory manufacturers have reportedly sold out their entire 2027 production capacity.
- Micron stated that its agreements commit DRAM (including HBM) and NAND supply over several years.
- SK hynix has signed long-term agreements with around 10 customers.
This indicates that AI compute demand has heavily strained the high-bandwidth memory supply chain.
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