Devices · 2h ago
Samsung warns memory crunch to persist through 2028 as profit surges 19-fold
Samsung reported a 19-fold profit increase in Q2 2026, driven by high demand for memory chips used in AI. The company warned that supply constraints will likely continue until 2028, keeping prices elevated. Samsung's cash reserves hit a record high as it invests in new fabrication capacity.
Meridian48 take
The profit surge underscores AI's insatiable demand for memory, but Samsung's long timeline suggests structural shortages that could slow AI hardware deployment.
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Samsung warns memory crunch will last through 2028 as profit rises 19-fold →
The Register
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