Samsung, SK hynix and Micron Exhaust DRAM Production Capacity Through 2027

South Korean Samsung, SK hynix and U.S.‑based Micron have reportedly filled all available DRAM production capacity for 2027, leaving no room for new orders. The firms are locking in long‑term contracts that prioritize the professional segment—servers, AI infrastructure and supercomputers—accounting for roughly 70% of the allocated output, while only about 30% remains for consumer PCs and other devices. This capacity squeeze is expected to tighten supply and keep prices high for the broader hardware market.

In the second quarter of 2026, Samsung reclaimed the lead in the global DRAM market with a 39% share, while SK hynix fell to 26% and Micron held 25%. Chinese newcomer CXMT posted a dramatic revenue surge, signaling growing competition. The market continues to be driven by demand that outstrips supply, especially for high‑performance memory used in AI and data‑center applications.