The global memory shortage has been a challenge for consumers in 2026, and Samsung doesn’t think the situation will improve in 2027.
The Korean tech behemoth released its quarterly earnings report this week, revealing record profit driven by chip demand, per Reuters. However, while that may be good for Samsung’s books, the company readily acknowledged that the high demand for memory for AI data center construction will continue to put pressure on the global supply.
“Our supply falls far short of customer demand,” Samsung executive Kim Jaejune said in an earnings call. “Based solely on the demand currently received for 2027, the supply-to-demand gap for 2027 is set to widen even further than in 2026.”
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In less business-y language, that means the memory shortage will be worse next year than it is now. That’s not great for anyone other than the companies that manufacture memory. The ongoing shortage has led to increased prices on some products and indefinitely delayed the release of others. For example, Sony raised prices on PlayStation 5 consoles in March, Motorola raised prices on its mid-range phones this month, and we still have no idea when Valve’s enticing new Steam Machine console is coming out, even though the controller will be available next week.
But other than that, everything is going great.
Topics
Artificial Intelligence
Samsung
