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80% of Samsung's data center memory is already sold for 2027, meaning yet another double-digit price increase for RAM expected and more likely to come

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80% of Samsung's data center memory is already sold for 2027, meaning yet another double-digit price increase for RAM expected and more likely to come

I'm clinging to the hope that the memory supply crisis resolves sooner rather than later as much as the next PC gamer. Unfortunately, judging by how much of next year's memory supply has been locked down by long term agreements, it looks like things are about to get much worse before they get better.

80% of Samsung's 2027 memory output has already been secured by long term agreements, according to Korean investment firm KB Securities (via Yonhap News).

Hyperscalers pushing forward with the big data centre build out will likely be jostling for the remaining 20%. As for Samsung's commodity memory output—your DRAM, your NAND, and so on—70% is already said to be covered by five year contracts.

Yearly agreements account for 100% of the company's High Bandwidth Memory (HBM) output (which is most often used by graphics cards and accelerators for data centres). As a result, KB Securities predicts that the average selling price for this specialised memory will increase by between 100 and 150% year-over-year. Bottom line, that will have a knock-on effect on the consumer market too, with a double-digit quarter-over-quarter price increase expected on the other side of the coming new year.

So, while it's one thing for the odd big tech CEO saying " It's impossible for the shortage to last until 2030 ," we do still need to make it to that ballpark year first. Unfortunately for this rapidly overextending metaphor, the field is on fire. If you've been camping out under the bleachers, trying to ignore how hot it's feeling, I recommend taking a look at our freshly updated memory crisis explainer here .


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