Reports indicate that the three major memory manufacturers have completed negotiations for the allocation of production capacity for the entire year of 2027, with DRAM and HBM capacities sold out.

Industry insiders have noted that the original manufacturers have recently completed negotiations for the full-year capacity allocation for 2027, with the DRAM and HBM capacities of the three major manufacturers already sold out in advance. Although NAND Flash is not experiencing the same supply tightness as DRAM, it is expected that capacity will also be fully booked by the end of August 2026. Regardless of whether a long-term agreement (LTA) is signed, buyers are cooperating with the manufacturers' advance deposit model, which supports the view that 2027 will be "the year of the most severe storage shortage," although subsequent price increases are expected to moderate.