Odaily Planet Daily report: The tight supply situation for memory chips is expected to persist until 2027. According to industry insiders, the three major memory manufacturers have largely completed capacity allocation negotiations for next year. In short, the projected memory supply for 2027 from Samsung (SSNLF), SK Hynix (SKHY.US), and Micron (MU.US) has already been fully sold out, with no additional capacity plans currently in place. The report states that all DRAM and HBM capacity for 2027 has been allocated among the three suppliers, with customers ultimately receiving only 60% to 70% of their initial requested volumes.
Industry experts note that 2027 will enter the most severe phase of memory shortages. Allocation quantities have largely been finalized, but final shipping prices will be determined closer to delivery. In terms of market share, according to Counterpoint Research’s global memory tracking data, Samsung held a 39% share of the DRAM market in Q2, ranking first; SK Hynix ranked second with 26%, a significant decline from 39% in the same period last year; Micron followed closely with 25%. (SeekingAlpha)