Samsung, SK Hynix, and Micron have sold out their entire DRAM and HBM manufacturing capacity for 2027, primarily to AI companies. No additional supply is planned beyond this capacity.
Western Digital is sold out of hard drives for all of 2026
Western Digital has sold out of hard drives for all of 2026. Long-term agreements for hard drives in 2027 and 2028 are already in place, according to CEO Irving Tan.
Samsung, SK Hynix, and Micron have sold out their entire DRAM and HBM manufacturing capacity for 2027, primarily to AI companies. No additional supply is planned beyond this capacity.
Western Digital is sold out of hard drives for all of 2026
Western Digital has sold out of hard drives for all of 2026. Long-term agreements for hard drives in 2027 and 2028 are already in place, according to CEO Irving Tan.
Samsung, SK Hynix, and Micron have sold out their entire DRAM and HBM manufacturing capacity for 2027, primarily to AI companies. No additional supply is planned beyond this capacity.
Western Digital is sold out of hard drives for all of 2026
Western Digital has sold out of hard drives for all of 2026. Long-term agreements for hard drives in 2027 and 2028 are already in place, according to CEO Irving Tan.
