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The Zhitong Finance App learned that according to technology media reports on Tuesday, the tight supply of memory chips is expected to continue until 2027. Industry sources revealed that the three major memory manufacturers have basically completed next year's capacity allocation negotiations. In short, Samsung (SSNLF), SK Hynix (SKHY.US), and Micron (MU.US) have all sold out of their estimated memory supply in 2027, and there are no plans for additional production capacity.

Zhitongcaijing·08/05/2026 12:09:08
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The Zhitong Finance App learned that according to technology media reports on Tuesday, the tight supply of memory chips is expected to continue until 2027. Industry sources revealed that the three major memory manufacturers have basically completed next year's capacity allocation negotiations. In short, Samsung (SSNLF), SK Hynix (SKHY.US), and Micron (MU.US) have all sold out of their estimated memory supply in 2027, and there are no plans for additional production capacity.