Source: Slashdot: Hardware
Samsung, SK Hynix, and Micron have pre-sold their entire 2027 production capacity, signaling an acute supply crunch for RAM and NAND flash while AI infrastructure buildouts consume chips at unprecedented velocity. Three companies controlling the bulk of global memory production cannot manufacture fast enough to meet demand from data centers, cloud providers, and device makers simultaneously. Buyers are locking in contracts years in advance, which will compress margins for memory makers but transfer real planning risk onto downstream customers who may face price escalation or delayed deployments if demand remains this intense.