The world's memory for 2027 is already sold out — AI bought it first
Samsung, SK Hynix and Micron have reportedly pre-sold their entire 2027 production of DRAM and high-bandwidth memory, according to a Digitimes supply-chain report picked up widely this week. AI servers are absorbing close to 70% of DRAM output, memory makers are delivering only 60-70% of what customers order, and phone and PC brands are expected to get noticeably smaller allocations next year. Prices already show it: a 32 GB DDR5 kit that cost about $100 last September now sells for over $400.
Why it mattersMemory has become the quiet bottleneck of the AI boom — and unlike GPUs, every phone, laptop and console needs it. For anyone planning to buy or build a computer, the shortage says sooner beats later; for the industry, it locks in another year of expensive AI infrastructure.
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