They already sold all next year's RAM
Paul's Hardware
Aug 6, 2026 20:44
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RAM production worldwide is sold out through 2027
references -
Digitimes (Chinese, machine translated) - https://www.digitimes.com.tw/tech/dt/n/shwnws.asp?CnlID=1&id=0000763847_DVY7YHX65GMLYZ6UQEEMP
https://www.digitimes.com/news/a20260804PD217/2027-capacity-dram-nand-2026.html
https://www.techpowerup.com/351344/memory-makers-seal-2027-deals-no-room-for-new-buyers
https://appleinsider.com/articles/26/08/05/ram-production-worldwide-is-sold-out-through-2027
Memory Supercycle - https://www.blocksandfiles.com/ai-ml/2026/01/21/memory-semiconductor-supercycle-set-to-run-through-2028/4090501
Hope for storage / NAND flash - https://www.techpowerup.com/350922/report-nand-flash-shortages-to-finally-end-in-2027
https://www.trendforce.com/presscenter/news/20260721-13148.html
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