Memory Shortage Persists to 2027 as Top Three Makers Sell Out Capacity

Samsung, SK Hynix, and Micron have allocated all 2027 DRAM and HBM capacity. Customers face 30-40% volume cuts, signaling the most severe shortage phase.

Woofun AI reports that the global memory chip supply deficit is projected to extend through 2027, with industry insiders confirming that major manufacturers have finalized capacity allocations for the upcoming year. Samsung, SK Hynix, and Micron have effectively sold out their anticipated production volumes for 2027, with no immediate plans for new capacity expansion. Reports indicate that all available DRAM and High Bandwidth Memory (HBM) slots for 2027 have been assigned, meaning customers will receive only 60% to 70% of their initially requested quantities. Industry sources characterize 2027 as the peak severity period for this shortage cycle. While allocation volumes are largely set, final shipment pricing remains undetermined and will be established closer to delivery dates.

Market share data reveals Samsung leading the sector with a 39% share of DRAM in Q2. SK Hynix holds second place with 26%, a notable decrease from its 39% share in the same period last year. Micron follows closely with a 25% market share.