Memory production for 2027 is already exhausted, only 30% will be for consumption

Memory continues to do its thing, since the current supply cannot overcome the great demand that Artificial Intelligence has generated. We have already seen how this crisis is directly or indirectly affecting even motherboards, but this does not stop there. As DigiTimes informs us, the production capacity for 2027 is already reservedeven much sooner than expected.

Production exhausted until 2027: SK Hynix, Samsung and Micron do not accept more orders

This is not good, since the main memory manufacturers have their production covered for 2027, these are SK Hynix, Samsung and Micron. This means that in 2027 there is no longer room for more memory orders, and that customers who have managed to reserve some amount of memory for next year will have it, while smaller customers will have much more difficulty getting it, if they get it at all.

Manufacturers have been pushing for long-term contracts of between 3 and 5 yearswith a payment model in which they obtain an advance for this supposed future production. In this way, 2027 is not expected to be a better year for memories, on the contrary, it seems that The supply will be able to cover between 60 and 70% of the estimated demand for next year. The rest will have to wait until 2028 or hopefully obtain it from other manufacturers such as CXMT that has recently entered the game.

The consumer market in check: only 30% of memory will be for end users

But this is not all, memory manufacturers have given priority to servers, AI labs and other data centers in the cloud. This means that memory for consumers, us, will once again be relegated to the second (or even third) plane. With this, it is expected that in 2027 the Memory sales for consumers will reduce even more than this 2026which had already reduced them compared to 2025.

Approximately the consumer market will keep 30% of productionallocating a whole 70% to these serversAI laboratories and other similar services. At least it’s not all bad news, it seems that the SSD disks will stabilize in 2027 or at least they will reach a balance that will not skyrocket prices as it has this year.