Micron: 2027 DRAM Shortage Signals AI Capex Impact
Micron, Samsung and SK Hynix allocate only 60-70% DRAM and HBM to AI buyers for 2027, tightening supply for PCs and phones amid the AI capex boom.
SourceAnalysis
Micron (MU), Samsung and SK Hynix sold out 2027 DRAM and HBM capacity, leaving AI buyers with just 60-70% of requested volumes while NAND lines also run full. The same memory feeds PCs, phones and servers, so the AI capex boom will first lift laptop and smartphone prices before any subscription costs rise. Retail traders calling the buildout a bubble ignore that these suppliers cannot meet demand through the entire year.
Mark
@MRRydonCofounder @AethirCloud | Building Decentralised Cloud Infrastructure (DCI) | Accelerating the world’s transition to universal cloud compute 🌎
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