ram memory-manufacturing ai-hardware supply-chain

2027 memory capacity is reportedly sold out

Now That 2027 RAM Manufacturing Capacity Has Reportedly Been Sold Through, It's Hard To Imagine the RAMageddon Ending Any Time Soon

ign.com

August 7, 2026

2 min read

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68/100

Summary

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.

Key Takeaways

All three major memory manufacturers—Samsung, SK Hynix, and Micron—have sold through their entire DRAM and HBM manufacturing capacity for 2027, primarily to AI companies.
Retail prices for RAM are expected to increase further due to long-term purchasing agreements made by companies for memory that has not yet been manufactured.
NAND storage demand is also rising, with prices for SSDs, such as the Western Digital SN7100, increasing significantly over the past six months.
The ongoing RAM crisis is impacting hardware prices across the board, including recent price increases for gaming consoles like the Xbox Series X.

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Community Sentiment

Negative

Positives

Amazon's password delivery system for RAM shows they are taking security seriously, which is crucial as demand skyrockets.
AI's capability to convert apps seamlessly is a game changer, making development more efficient despite rising RAM costs.

Concerns

The AI industry's impact on RAM prices is a major concern, with accusations of creating urgency for their own profit at the expense of consumers.
Inflationary pressures from rising RAM costs could cripple consumer electronics, making technology less accessible for average users.