tl;dr: Samsung, SK Hynix, and Micron have reportedly sold out their entire 2027 DRAM and HBM production capacity to AI companies via long-term agreements, per a Digitimes report (unconfirmed by the manufacturers). NAND storage demand is also surging, with SSD prices already up significantly—the WD SN7100 1TB rose 52% since January. Consumer hardware prices are climbing as a result, with recent increases on the Xbox Series X and Valve's Steam Machine attributed to memory costs.