Pirat_Nation 🔴(@Pirat_Nation):The RAM shortage could be here for a lot longer than expected. Micron has already sold 75% of its 2027 memory output, and HBM prices for next year are expected to be much higher than in 2026. Samsung also expects HBM to take up almost 30% of the industry’s DRAM production capacity in 2027, up from around 20% this year. New factories are coming, but Micron says production ramps up slowly, so there’s no clear timeline for when supply will finally catch up with demand. You can expect higher prices for long time

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2026.10.03 16:01

The RAM shortage could be here for a lot longer than expected. Micron has already sold 75% of its 2027 memory output, and HBM prices for next year are expected to be much higher than in 2026. Samsung also expects HBM to take up almost 30% of the industry’s DRAM production capacity in 2027, up from around 20% this year. New factories are coming, but Micron says production ramps up slowly, so there’s no clear timeline for when supply will finally catch up with demand. You can expect higher prices for long time