Business · 1h ago
Samsung sees memory shortage lasting until 2028
Samsung expects the global memory chip shortage to worsen through 2027 and persist until 2028, driven by AI data center demand. The shortage is pushing up component costs and retail device prices. Samsung's outlook signals prolonged supply constraints for DRAM and NAND chips.
Meridian48 take
This forecast underscores how AI's appetite for memory is reshaping supply chains, but Samsung's timeline may be conservative given potential demand shifts.
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Samsung expects memory shortage to worsen through 2027 and last until 2028 →
TechCrunch
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