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

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:

"We also have very tight inventory and available supply is far short of customer demand. In fact, our demand fulfillment rate is now at a record low. And unlike previous years, customers who are concerned about supply shortages are actually bringing forward their demand for 2027 already.

So currently, just based on prebooked demand alone, t...