Samsung Forecasts Prolonged Memory Chip Shortage Until 2028
Samsung, a leading global supplier of memory chips, has warned that the ongoing shortage of RAM is expected to worsen in 2027 and persist until at least 2028. The company highlighted increased demand from frontier AI labs seeking long-term supply commitments as one factor driving this trend. Samsung's ability to secure multi-year contracts allows it to ramp up production without fear of declining demand, potentially avoiding the cyclical boom-and-bust patterns typical in the memory industry. The shortage has led to higher chip prices and impacted various sectors. While Samsung’s semiconductor unit saw record sales in Q2, its smartphone and TV divisions experienced reduced profitability due to rising component costs. The company is passing some of these increased costs onto consumers by raising Galaxy device prices, which has resulted in lower demand for those products. Apple also raised the price of MacBooks and iPads last month amid similar supply constraints. Apple warned that slower revenue growth could follow as a result.
Topics: AI demand component pricing consumer electronics RAM shortage Samsung earnings