Samsung’s expecting the RAM shortage to last until at least 2028.
Memory executive Jaejune Kim said in the company’s latest quarterly earnings call that “tight supply conditions” will continue in 2028, driven by demand from AI. As it predicted, Samsung reported record quarterly revenue of 195.3 trillion Korean Won ($146.3 billion), and said its 2027 supply of HBM RAM is already sold out. [Link: Samsung Says Memory Shortages Will Get Worse in 2027 & Supply Constraints Will Persist Into 2028, Up To 70% Capacity Secured By Long-Term Agreement Customers | https://wccftech.com/samsung-memory-shortages-worse-in-2027-supply-constraints-persist-into-2028/ | Wccftech]
Memory executive Jaejune Kim said in the company’s latest quarterly earnings call that “tight supply conditions” will continue in 2028, driven by demand from AI. As it predicted, Samsung reported record quarterly revenue of 195.3 trillion Korean Won ($146.3 billion), and said its 2027 supply of HBM RAM is already sold out. [Link: Samsung Says Memory Shortages Will Get Worse in 2027 & Supply Constraints Will Persist Into 2028, Up To 70% Capacity Secured By Long-Term Agreement Customers | | Wccftech]
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