Memory makers are reported to have sold out 2027 DRAM/HBM capacity; Nvidia reportedly weighs lower Rubin Ultra HBM configs

The National Business Daily, citing industry sources, reported that memory makers have completed 2027 capacity allocation with DRAM and HBM capacity across the three major makers fully sold out, NAND Flash booked through end-August 2026, and buyers accepting prepaid deposits whether or not they sign long-term agreements. TrendForce research says DRAM supply tightness will continue through 2027, and with HBM4e validation and yield uncertain, Nvidia has since Q3 2026 been evaluating alternative Rubin Ultra HBM configurations (8-Hi HBM4e, 12-Hi and 8-Hi HBM4), not yet finalized; self-media relays also claim Nvidia is considering halving the SOCAMM capacity on the next Vera Rubin Superchip module because of LPDDR5X shortages.