HBM for 2027 is already committed; memory allocation now gates accelerator delivery
Samsung says its 2027 HBM volume is sold out. Micron's prepared remarks put agreements over the vast majority of its calendar-2027 bits. SK hynix counts its supply effectively spoken for through 2029.
From MCR Editor Desk
All three HBM suppliers used their latest results to say next year's output is largely spoken for.
Samsung told investors on 29 October that its 2027 HBM volume is sold out, with contracts closed at its target prices. Micron reported on 30 September — in prepared remarks — that it has completed agreements for the vast majority of its calendar 2027 HBM bit supply, with significant price increases year over year.
SK hynix went further on 28 October. Counting long-term agreements together with volumes still in negotiation, it described its DRAM and HBM supply as effectively sold out through 2029. That statement includes volumes not yet under contract — a company characterization, not booked revenue.
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