DRAM.XDigitimes is reporting that the memory market is getting even tighter. Full-year 2027 DRAM capacity has already been pre-sold out.
Industry sources say DRAM and HBM capacity from the major suppliers has already been allocated ahead of schedule. The reason is hyperscalers and AI companies are aggressively securing memory supply for future AI infrastructure demand.
A few takeaways from the report:
- 2027 could become one of the tightest memory supply years ever
- HBM and advanced DRAM capacity are being prioritized for AI customers
- Traditional PC and smartphone markets may receive less allocation
- Memory pricing power remains strong
The AI race is not just a compute race. It is becoming a memory race.
Companies controlling advanced memory capacity could have significant leverage as AI infrastructure continues scaling. $Micron Technology(MU)$ , $SK hynix(SKHY)$ , and other memory suppliers are sitting at the center of one of the most important AI bottlenecks.
Hard to say how long this supply shortage can last.
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