Samsung, who've been accused of worsening the RAM crisis via price fixing, reckon components will only get more expensive in 2027
Samsung have become the latest company to declare that the ongoing memory crisis isn't going away or getting better any time soon. The chip makers think the RAM shortage will only get worse in 2027 and supply of the tech won't stop being squeezed until 2028 at the earliest. Read more
Samsung has become the latest company to state that the ongoing RAM shortage is not expected to improve anytime soon and may worsen by 2027. During a recent Q2 earnings call, Samsung executives revealed that AI labs have been sharing their "medium-to-long-term demand forecasts" with RAM manufacturers, aiming to secure future supply.
This development has led to higher component costs, driving up prices for consumers and benefiting Samsung financially through long-term contracts with AI firms. Samsung and competitors SK Hynix and Micron have not taken advantage of the industry's push towards AI datacenters to fill the demand left on the consumer RAM side, which could have led to significant profits from selling more affordable RAM for regular devices.
This situation is at the heart of an ongoing US lawsuit accusing Samsung and other firms of fixing RAM prices and supply. Despite these earnings call predictions, few signs suggest that the memory shortage will improve soon.
Written by urgent.news from Rock Paper Shotgun's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
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