原文：

原文：
SK Hynix, $MU , and Samsung have sold out of 2027 capacity for DRAM/HBM.

$SNDK, Samsung, Micron current annual NAND capacity has been sold out, with Kioxia and SK Hynix expected to finalize allocations by August 2026.

- Customers are being allocated only 60–70% of the volumes they initially requested

- industry insiders pointed out that 2027 will enter the most severe moment of memory shortage

- Allocation amounts are mostly decided, but final shipment pricing will be determined closer to delivery

Source: Digitimes, citing industry sources.

Hard to see those memory "oversupply" claims in early-mid 2027 when they're all sold out of capacity already.

翻译：
SK Hynix，$MU 和三星已经售出了2027年的DRAM/HBM容量。

$SNDK，三星，美光当前年度的NAND容量已经售罄，预计京瓷和SK Hynix将在2026年8月之前完成分配。

- 客户只被分配了他们最初请求的60-70%的量

- 业内人士指出，2027年将进入内存短缺的最严重时期

- 分配量大多已经确定，但最终的发货价格将在交货前确定

来源：Digitimes，引用业内消息来源。

很难想象2027年初中期会出现内存“过剩”的说法，当时他们已经售出了所有的容量。