Samsung, Micron, and SK Hynix have reportedly allocated nearly ALL of their 2027 DRAM production capacity. Hyperscale cl

Samsung, Micron, and SK Hynix have reportedly allocated nearly ALL of their 2027 DRAM production capacity.

Hyperscale cloud providers and AI companies are locking in supply years ahead - with advance deposits required in many cases.

PC makers are getting 60-70% of what they asked for.

HBM and AI server applications could consume nearly 70% of global DRAM output in 2027.

The hardware bottleneck is real and accelerating.

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Originally posted on reddit

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