All 2027 Memory Capacity Sold Out to AI Companies
2027 memory capacity is reportedly sold out
A new report from Digitimes, spotted by TweakTown, claims that Samsung, SK Hynix, and Micron have sold all their DRAM and HBM manufacturing capacity for 2027, largely through long-term agreements with AI firms. This means retail RAM prices are likely to rise further, and the shortage could extend beyond next year. NAND storage is also seeing increased demand, with SSD prices already climbing. The RAM crisis continues to impact hardware costs, from Xbox consoles to Steam Machines.
At this point, all I can do is beg for the AI bubble to burst so I can at least buy a decent kit of RAM for less than $500 again.
- guessmyname
Keep an eye on this page → https://ca.pcpartpicker.com/trends/price/memory/
- Schlagbohrer
Amazon has implemented a password system for RAM delivery. You're supposed to give a password to the deliverer before taking delivery of the RAM, and you're not supposed to send the password over the phone at all (although the Amazon delivery guy still called me and asked for it over the phone).
- pu_pe
This will have general inflationary consequences for consumer products (phones, consoles, laptops, etc.). On top of current uncertainties regarding oil and fertilizers, I think 2% inflation in the US and Europe would be a very optimistic target.
- csr86
Why AI companies wont build their own RAM but prefer to pay multiple times more than what they sold pre AI boom? (And ram business was still profitable). They already make custom processors
- amelius
How am I going to buy a computer that connects to AI datacenters now?
- chvid
I saw on Twitter that TSMC has made 1B worth of chips for Apple that they cannot package because of missing memory.
(PS: It is time to let ASML sell to CXMT.)
- tosti
All those devs who were saying "ram is cheap" BTFO.
- ghtbircshotbe
The boom cycle looks like it's going to last a while, but it never lasts forever. If the current memory manufacturers all conspire to not build more capacity, I'm sure someone else will (eg China).