SK海力士、三星、美光2027年DRAM/HBM产能售罄

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.