
TL;DR
All memory manufactured in 2027 has been sold out, primarily due to AI companies securing long-term purchasing agreements with major manufacturers like Samsung, SK Hynix, and Micron. This situation is expected to drive retail prices for RAM and SSDs even higher.
✦ Why It Matters
Consider securing memory components now to avoid higher prices in the future.
Key Takeaways
Full Summary
Recent reports indicate that major memory manufacturers, including Samsung, SK Hynix, and Micron, have sold out their entire memory production capacity for 2027, largely to AI companies through long-term purchasing agreements. This means that consumers can expect further price increases for DRAM (Dynamic Random Access Memory) and HBM (High Bandwidth Memory), as no additional supply is planned.
NAND storage is also experiencing heightened demand, although it hasn't been completely absorbed due to a larger number of suppliers. For instance, the price of a standard 1TB SSD, like the Western Digital SN7100, has surged from $110 to $189 in just six months.
The ongoing RAM crisis is impacting hardware prices across the board, with gaming consoles like the Xbox Series X seeing price hikes. Without an increase in manufacturing capacity, affordable RAM may remain elusive for the foreseeable future.
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