TL;DR
- Samsung executives said that the RAM shortage is expected to continue through 2028.
- They explained that unmet demand from this year will carry over and further constrain RAM supply in 2027.
- Samsung’s semiconductor division reported nearly $62 billion in profit last quarter, driven by increased demand for memory.
The tech industry is facing a major RAM shortage due to the ever-increasing demand for memory from AI companies. This has led to price hikes for everything from smartphones to gaming handhelds. If you were hoping that the RAM crisis might soon come to an end, Samsung has some troubling news for you.
During Samsung’s recent earnings call, executives said that the company expects the RAM shortage to last well into 2028. The company is seeing increasing customer demand, and unmet demand from 2026 is expected to carry over into 2027. That would further constrain supply for new products coming out in 2027 as the company tries to fulfill pending orders.
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