内存供应明年最紧张，2027年产能已售罄

The next year will be the tightest year for memory supply

The top 3 memory manufacturers have already sold out their entire 2027 production capacity.

Micron says its agreements commit DRAM, including HBM, and NAND over several years, while SK hynix has signed long-term agreements with around 10 customers.

tweaktown. com/news/113004/memory-capacity-for-all-of-2027-has-reportedly-been-booked-and-sold-with-no-more-dram-or-hbm-available/index.html