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Samsung, SK Hynix, Micron Sell Out 2027 Memory Capacity; Supply Shortage Extends to 2028

AI Industry News

2026-08-05 23:43:23

SKHY0.01%

SKHYV-0.98%

MU-0.08%

DRAM0.51%

According to industry sources, major memory suppliers Samsung, SK Hynix, and Micron have sold out their 2027 DRAM and HBM capacity, with supply expected to remain tight through 2028. The shortage is driven by AI infrastructure buildout, as hyperscalers and AI firms have signed long-term supply contracts to secure future capacity. Samsung's Executive Chairman notes that meaningful supply improvements are unlikely before 2028, while SK Hynix CEO Kwak Noh-jung warned that 2027 may become the industry's tightest supply year, with demand potentially exceeding supply capacity well into 2030.

Disclaimer: The information on this page may come from third-party sources and is for reference only. It does not represent the views or opinions of Gate and does not constitute any financial, investment, or legal advice. Virtual asset trading involves high risk. Please do not rely solely on the information on this page when making decisions. For details, see the Disclaimer.

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