All memory manufactured in 2027 has been sold out
A new report suggests that all three memory manufacturers — Samsung, SK Hynix, and Micron — have collectively sold through their 2027 memory manufacturing capacity to AI companies.
Summary
Memory production for 2027 has been fully allocated to AI companies, according to a report on the major manufacturers Samsung, SK Hynix, and Micron. This shift highlights the growing demand for memory in the AI sector and its impact on supply chains.
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