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'Our demand fulfillment rate is now at a record low' says Samsung as it makes its DRAM 90% more expensive than…

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(Image credit: Scanrail via Getty Images) There are two very different worlds out there. One is the world that you and I live in, the world of the consumer, where we scrape together whatever scraps of expensive memory we can find after the rest has been handed off to AI datacentres. The other is the world of chipmakers and shareholders, where supply that can't keep up with demand is a good thing because, well, more profits. Case in point comes from Samsung's latest earnings call . The world's largest memory maker is, it seems, doing very well despite what it says is "record low" demand fulfilment: So currently, just based on prebooked demand alone, the supply-demand gap is looking to widen further in 2027 versus this year." In other words, Samsung simply doesn't have the capacity to make enough chips for even the customers it already has prebooked through 2027. That's just how vast the AI industry's appetite is for memory, which is the primary cause of the RAMpocalypse .…

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