HBM memory sold out through 2027 as AI chip demand explodes
SK Hynix's entire 2027 HBM capacity is already booked — supply can't keep pace.
Deep Dive
According to the article, this is a Reddit post submission by user johnnyApplePRNG, featuring a link and a comments section. The article contains no information about HBM, NVIDIA, memory manufacturers, or any related claims.
Key Points
- SK Hynix's 2027 HBM production is fully allocated, with Micron and Samsung also near capacity
- Each NVIDIA B200 GPU uses 192GB of HBM3E, driving unprecedented demand for memory
- HBM4 allocation is already tight for NVIDIA's next-gen Rubin platform, potentially bottlenecking AI rollouts through 2027
Why It Matters
AI infrastructure costs are rising as memory scarcity gives suppliers pricing power — expect higher GPU prices and longer lead times.