Samsung Forecasts Persistent RAM Shortage Through 2028 Driven by AI Demand
During its latest quarterly earnings call, Samsung executive Jaejune Kim announced that tight supply conditions in the memory market are expected to persist until at least 2028. This prolonged shortage is primarily driven by the surging demand for High Bandwidth Memory (HBM) required for artificial intelligence applications. Samsung reported record quarterly revenue of 195.3 trillion Korean Won ($146.3 billion). The company further noted that its entire supply of HBM RAM for 2027 has already been sold out, with long-term agreement customers securing up to 70% of capacity.
Coverage
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