Samsung warns RAM-pocalypse could last until 2028 — as its profits continue to rise
Samsung says the memory shortage will persist through 2028 and worsen in 2027.
Samsung's chief predicts a protracted RAM shortage extending past 2028, despite the company posting its third consecutive record quarter with ₩171.5 trillion in revenue and ₩89.5 trillion in operating profit. The company is allocating 60 to 70% of its capacity to long-term supply contracts, with price floors attached to mitigate potential downsides.
The tight supply, driven by long lead times and capital-intensive capacity expansion, is primarily fueled by surging demand from AI hyperscalers, leading to steep PC price hikes and a projected global PC shipment contraction.
Written by urgent.news from TechRadar's reporting — not their text. Machine-written — it may contain errors, so check the original before relying on it.