Serenity báo cáo công suất DRAM/HBM năm 2027 đã được đặt kín do tình trạng thiếu hụt lưu trữ kéo dài

The Huoxing Finance report states that on August 4, citing Digitimes supply chain information, SK Hynix, Micron (MU), and Samsung Electronics have already sold out their 2027 DRAM and HBM capacity, with customers currently able to secure only about 60% to 70% of their initial demand. Serenity noted that current storage supply constraints exceed market expectations, and 2027 may enter the "most severe storage shortage phase." Meanwhile, the annual NAND capacity of SanDisk (SNDK), Samsung Electronics, and Micron has also been reserved, with Kioxia and SK Hynix expected to complete their capacity allocation by August 2026. Serenity pointed out that although some market views previously anticipated a storage surplus by mid-2027, current supply chain conditions indicate that major storage manufacturers have already sold out their capacity ahead of time, leaving supply-demand dynamics still tight. It is understood that capacity allocation quotas between manufacturers and customers have largely been finalized, but final product prices will be determined closer to delivery based on market conditions. Ongoing infrastructure development for AI continues to drive demand for HBM and high-end DRAM, which may become a key factor in future storage supply constraints.