Bad news for anyone who was hoping for some relief from the memory shortage — Digitimes is reporting that the production capacity of major players such as Samsung, Micron, and SK Hynix has already been booked for 2027 due to record demand. Their industry sources indicate that what we’re experiencing currently is just a prelude to when things get really ugly, which is why customers are paying a premium to lock in their orders so far out.
Although there’s been no official word from either side of the transaction, the Digitimes article further points out that these sort of agreements are usually 3 to 5 year contracts. If that’s the case, and nothing changes in supply and demand equation, we could be in for a very rough ride. There’s a potential opportunity here for other manufacturers to step in and start producing DRAM, possibly even focusing on lower-performance offerings intended for the consumer market, but setting up those production lines isn’t going to happen overnight. It’s always possible the AI bubble could pop in the next couple of years, but we’re not sure we’d put money on it.
There’s a developing story this weekend about the breach of customer data over at Framework. The maker of modular and repairable computers has recently sent an email out to all customers that their names, email addresses, phone numbers, and physical addresses were leaked due to an upstream zero-day attack against database provider Metabase.
Metabase disclosed the breach on August 3rd, but we were mildly surprised to see that Framework doesn’t seem to have made any public acknowledgement of the event so far. As far as we can tell, the only reason there are copies of the email from them circulating online is because several customers posted it to social media. In their statements to sources such as TechCrunch, Framework reps were also hesitant to give hard details such as how many customers were impacted. While we’re fans of what Framework is trying to do in terms of hardware customization and repairability, we have to admit that being cagey about this sort of thing isn’t a good look.
