Rohan Paul(@rohanpaul_ai):The next year will be the tightest year for memory supply The top 3 memory manufacturers have already sold out their entire 2027 production capacity. Micron says its agreements commit DRAM, including HBM, and NAND over several years, while SK hynix has signed long-term agreements with around 10 customers. --- tweaktown. com/news/113004/memory-capacity-for-all-of-2027-has-reportedly-been-booked-and-sold-with-no-more-dram-or-hbm-available/index.html

Rohan Paul

@rohanpaul_ai

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参加 June 2014

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Rohan Paul@rohanpaul_ai

2026.08.06 18:41

The next year will be the tightest year for memory supply The top 3 memory manufacturers have already sold out their entire 2027 production capacity. Micron says its agreements commit DRAM, including HBM, and NAND over several years, while SK hynix has signed long-term agreements with around 10 customers. --- tweaktown. com/news/113004/memory-capacity-for-all-of-2027-has-reportedly-been-booked-and-sold-with-no-more-dram-or-hbm-available/index.html