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