SK Hynix, $MU , and Samsung have sold out of 2027 capacity for DRAM/HBM.
$SNDK, Samsung, Micron current annual NAND capacity has been sold out, with Kioxia and SK Hynix expected to finalize allocations by August 2026.
- Customers are being allocated only 60–70% of the volumes they initially requested
- industry insiders pointed out that 2027 will enter the most severe moment of memory shortage
- Allocation amounts are mostly decided, but final shipment pricing will be determined closer to delivery
Source: Digitimes, citing industry sources.
Hard to see those memory "oversupply" claims in early-mid 2027 when they're all sold out of capacity already.