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2027 memory capacity is reportedly sold out
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Overview
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.
Summary from ign.com.
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Hacker News · ign.com
Hacker News discussion ↗
Historical count: 5 · 5 saved in sample · Historical sample
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Based on 5 sampled comments from this thread. Analyzed 2026-08-07.
- Praise: Amazon's password delivery system for RAM shows they are taking security seriously, which is crucial as demand skyrockets.
- Praise: AI's capability to convert apps seamlessly is a game changer, making development more efficient despite rising RAM costs.
- Concern: 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.
- Concern: Inflationary pressures from rising RAM costs could cripple consumer electronics, making technology less accessible for average users.