Serenity: SK Hynix, Micron, and Samsung's 2027 DRAM/HBM Capacity Sold Out, Storage Shortage May Persist

BlockBeats News, August 4, citing industry chain information from Digitimes via Serenity, reports that the 2027 DRAM and HBM production capacities of SK Hynix, Micron (MU), and Samsung Electronics have already been sold out. Customers are currently only able to secure about 60% to 70% of their initial demand. Serenity stated that the current tightness in storage supply exceeds market expectations, and 2027 may enter the "most severe storage shortage phase." At the same time, the annual NAND capacity of SanDisk (SNDK), Samsung Electronics, and Micron has also been fully booked, with Kioxia and SK Hynix expected to complete capacity allocation by August 2026. Serenity pointed out that although some market perspectives previously predicted a potential storage surplus by mid-2027, based on the current industry chain situation, the production capacities of major storage manufacturers have already been pre-sold, and the supply-demand relationship remains tight. It is reported that the capacity allocation quotas between manufacturers and customers have been largely finalized, but the final product prices will still be determined closer to delivery based on market conditions. The ongoing construction of AI infrastructure continues to drive demand for HBM and high-end DRAM, which may become a significant factor contributing to future storage supply constraints. [Original Link]