---
title: "Chapter 5, the memory half, due 31 December 2027 · The AI Compute Race · DRYBURGH"
source: https://dryburgh.com/vol1/tests/2027-13
description: "Chapter 5, the memory half: due 31 December 2027. A provisional reading."
---

# Chapter 5, the memory half

Due 31 December 2027

**The test.** A provisional reading. It stands if the memory shortage SK hynix forecast through 2030 is still on its makers’ own calls, and weakens if it is not.

a mixed or partial reading SK hynix’s own forecast was of shortage through 2030, and Micron had agreed price and volume for its entire 2026 supply of high-bandwidth memory by 17 December 2025.

From *The AI Compute Race*. [Read the book](https://dryburgh.com/vol1#buy)

**Falls due:** 31 December 2027

**Read on:** The makers’ own calls

**Chapter:** [Chapter 5 — The Island in Every Machine](https://dryburgh.com/vol1/notes/chapter-5)Why every accelerator runs through Taiwan: the foundry, the packaging and the memory that are booked years ahead, and what that does to anyone arriving late with cash.

## What it names

- Party [SK](https://dryburgh.com/vol1/parties/sk)

[Add this test to your calendar](webcal://dryburgh.com/vol1/data/tests.ics?test=2027-13) · Download this test: [CSV](https://dryburgh.com/vol1/data/test-2027-13.csv) · [JSON](https://dryburgh.com/vol1/data/test-2027-13.json)

## Related in the record

- Person [Kim, Kitae](https://dryburgh.com/vol1/people#kim-kitae)
- Chapter notes [Chapter 5 — The Island in Every Machine](https://dryburgh.com/vol1/notes/chapter-5)

- [Campuses](https://dryburgh.com/vol1/ledger)
- [Scorecard](https://dryburgh.com/vol1/scorecard)
- [Data](https://dryburgh.com/vol1/data/releases)
- [Chapter by chapter](https://dryburgh.com/vol1/companion)
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- [Where the book was wrong](https://dryburgh.com/vol1/corrections)
- [Where its sources were wrong](https://dryburgh.com/corrections?book=vol1)
- [The Paper](https://dryburgh.com/vol1/paper)
- [Consent](https://dryburgh.com/vol1/consent)
- [Who builds and pays](https://dryburgh.com/vol1/parties)

*The AI Compute Race: Five Races, One Machine* is a book by Lee S. Dryburgh, the first volume of THE COMPUTE ECONOMY, published by Dryburgh, an imprint of Contestra OÜ, Tallinn, Estonia; its record closes on 8 November 2026.

[About the book](https://dryburgh.com/vol1)[Tell me when it is out](https://dryburgh.com/vol1#notify)