According to Taiwanese outlet DigiTimes, citing "industry insiders" as the source, the big three memory suppliers have reportedly allocated all of 2027's DRAM and HBM capacity. Essentially, this means that all memory on track to be manufactured in 2027 by Samsung, SK hynix, and Micron is now sold out, with no additional supply planned.
Naturally, this is driven by the current AI boom, and several predictions that state that 2027 is set to be the worst year on record for memory supply. Demand far exceeds supply, and memory makers are signing LTAs (long-term agreements) with companies to supply memory for up to 5 years; the situation is pretty dire.
Traditionally, July and August are when companies secure memory for the following year, so it's looking increasingly likely that several companies won't be able to get the memory they need for 2027. And when it comes to the big AI companies and hyperscalers buying up vast quantities of HBM, the report notes that some of these firms (without naming them specifically) have resorted to "begging" for supply. And that's obtaining supply while paying a lot more.