Probably anyone who wants RAM. 2027 production is mostly already sold, the shortage isn’t going away until there’s more fabs. 2027 is more likely to see higher prices than lower.
You should look into what is actually going on in the industry, the bills are getting paid. Companies are even pre-paying for future allocations, and there is a transition towards 5 year contracts.
Probably anyone who wants RAM. 2027 production is mostly already sold, the shortage isn’t going away until there’s more fabs. 2027 is more likely to see higher prices than lower.
Production being sold out doesn’t mean anything when there are no commercial entities left to actually pay the bill.
You should look into what is actually going on in the industry, the bills are getting paid. Companies are even pre-paying for future allocations, and there is a transition towards 5 year contracts.