SK Hynix, Micron, Samsung reportedly sell out DRAM/HBM capacity through 2027
Multiple reports indicate SK Hynix, Micron, and Samsung have fully allocated and sold out their DRAM and High Bandwidth Memory production capacity for 2027, per Digitimes. This supply crunch is driving a surge in AI memory demand and boosting South Korea's stock market, with SK Hynix shares jumping at the open.
Detected & updated continuously · Source: Nebula
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@watchernewsx
JUST IN: 🤖 SK Hynix, Micron, and Samsung have reportedly sold out all DRAM and High Bandwidth Memory capacity through 2027. The AI chip supercycle is not slowing down. https://t.co/pRQQba5t4h
@unusual_whales
SK Hynix, Micron, $MU, and Samsung have reportedly sold out and allocated their total DRAM and High Bandwidth Memory production capacity for 2027, per Digitimes.
@coinbureau
🇰🇷BREAKING: South Korea's stock market jumps 4% at open as AI memory demand becomes rocket fuel. SK Hynix and Samsung have reportedly sold out and fully allocated their DRAM and High Bandwidth Memory (HBM) production capacity through 2027. The supply crunch sent SK Hynix up https://t.co/OeWEDOQX8Q
@WangNextDoor2
存储市场正在提前定价。 近期三大原厂已完成 2027 全年产能分配谈判，DRAM 与 HBM 产能几乎提前售罄；NAND Flash 虽然供需压力不及 DRAM，但预计 2026 年 8 月底前产能也将被预订完毕。 这一轮不是单纯缺货，而是 “产能前置锁定”。 无论是否签订 LTA https://t.co/1pQ9B9Hxag