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[BUSINESS] · South Korea, Hong Kong SAR China · 50 sources

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Part of situation: AI-driven memory shortage intensifies through 2028 (13 clusters)

Samsung predicts global memory chip shortage to last through 2028

Samsung memory chip shortage AI demand 2028 RAM price surge

Samsung Electronics, which supplies roughly one‑third of the world’s memory chips, warned that the RAM shortage will worsen in 2027 and remain tight through 2028 as AI‑driven data‑center demand fuels a surge in high‑bandwidth memory (HBM) production. The shift toward HBM has reduced the supply of standard DRAM for consumer devices, pushing 16 GB RAM prices in Hong Kong from HK$300‑400 to about HK$1,500. The shortage is raising prices for smartphones, laptops, tablets and other consumer electronics, and has forced Samsung’s semiconductor division to record sales while its smartphone and TV divisions face margin pressure.

TrendForce forecasts a global NAND flash supply gap of 4‑5 % in 2023 that will not improve until the second half of 2027, and predicts AI‑server demand will keep growing, further tightening DRAM and NAND supplies. Companies are increasingly prioritising long‑term supply contracts with AI labs, accelerating the reallocation of wafer capacity to AI‑focused memory and extending the pricing pressure on consumer devices through at least 2028.

Entities

AI data centers · Apple · Apple Inc · Apple Inc. · Artificial Intelligence (AI) data‑center market · Artificial intelligence (AI) data centers · ChangXin Memory Technologies (CXMT) · High‑bandwidth memory (HBM) · Hong Kong · Jaejune Kim · Kim Jaejune · Micron Technology

Claims

What the coverage asserts, and how many sources carry each claim.

Sources

AI keeps consumer prices high due to chip crunch [www.myrepublica.nagariknetwork.com]
about 2 months ago
A memóriahiány még évekig az egekbe lövi az árakat a Samsung szerint - ORIGO [www.origo.hu]
about 2 months ago
Niedobór RAM potrwa do 2028 roku, prognozuje Samsung [gazeta-lokalna.pl]
about 2 months ago
Memory-Chip Crunch Hits Smartphone Demand Across China | Nemos News Network [nemosnewsnetwork.com]
about 2 months ago
Samsung advierte que la escasez de chips empeorará [geekzilla.tech]
about 2 months ago
Renesas porta le DDR5 MRDIMM a 16. 000 MT/s, più banda per AI e data center [www.tuttotech.net]
about 2 months ago
記憶體市場的冰火兩重天：AI伺服器需求暴增，NAND供應卻要等2027年才緩解？ [www.techbang.com]
about 2 months ago
سامسونج تُحذر: أزمة شرائح الذاكرة العالمية أكثر حدة بالعام القادم - سعودي جيمر [www.saudigamer.com]
about 2 months ago
Pénurie de RAM, Samsung voit la tension mondiale durer jusqu’en 2028 [www.servicesmobiles.fr]
about 2 months ago
Samsung 示警記憶體供應惡化 DRAM 價格或持續上升 - 香港手機遊戲網 GameApps. hk [www.gameapps.hk]
about 2 months ago
Samsung: KI-Speicher-Krise bringt Teuerung bis 2028 [www.schmidtisblog.de]
about 2 months ago
L'intelligenza artificiale colpisce dove fa più male: gli aumenti di stipendio spariscono [www.hwupgrade.it]
about 2 months ago
From iPads to XBoxes, Device Prices Soar as AI Hoards Memory Chips [www.thedailyupside.com]
about 2 months ago
Samsung prevé una intensificación de la escasez de memoria para IA, con posibles repercusiones hasta 2028 [infoarenales.com]
about 2 months ago
Fabricantes chinos de RAM mantienen altos precios por demanda de IA [canal44.com]
about 2 months ago
Samsung: H έλλειψη μνήμης θα επιδεινωθεί μέχρι το 2027 - Διάρκεια μέχρι το 2028 - Οικονομικός Ταχυδρόμος - ot. gr [www.ot.gr]
about 2 months ago
Smartfóny a počítače čaká ďalšie ZDRAŽOVANIE! Nedostatok pamätí potrvá do roku 2028 - Svetapple. sk [svetapple.sk]
about 2 months ago
IBM: Middle East data breach costs hit $8 million | CXO Insight Middle East [www.cxoinsightme.com]
about 2 months ago
What Are Companies Getting for All That A. I. Spending? [dnyuz.com]
about 2 months ago
Kaspersky: AI-powered cyberattacks are moving faster than companies can detect them - SoyaCincau [soyacincau.com]
about 2 months ago
Prezzi DeepSeek AI: un cambiamento radicale nel settore [cryptonomist.ch]
about 2 months ago
KI-Boom treibt Preise für Verbrauchertechnik im „RAMaggedon“-Chipmangel hoch [de.euronews.com]
about 2 months ago
South Africa can do more than take a seat at the AI table [www.prosus.com]
about 2 months ago
IBM: AI-powered cyberattacks now cost businesses $6 million per data breach - Technology Times | Latest and Breaking Nigeria Tech News [technologytimes.ng]
about 2 months ago
Pin silicon-carbon là gì mà cả ngành smartphone đang đua nhau sử dụng? [thanhnien.vn]
about 2 months ago
Galaxy S27 Ultra có bước ngoặt lớn về dung lượng pin sau 7 năm [thanhnien.vn]
about 2 months ago
Datacenter per l’AI, la crescita coinvolge anche vernici, cavi e materiali edili [assodigitale.it]
about 2 months ago
Samsung: criza memoriilor RAM ar putea ajunge și în 2028 [www.go4it.ro]
about 2 months ago
Un leak svela la scheda tecnica di Samsung Galaxy S27 Ultra con diverse novità [www.tuttoandroid.net]
about 2 months ago
Hausse des prix : TSMC va-t-il faire flamber le coût des smartphones ? [www.blog-nouvelles-technologies.fr]
about 2 months ago
Microsoft promet d'alléger Windows 11 pour les configurations à 8 Go de RAM [www.macg.co]
about 2 months ago
Kvôli tejto chybe môžete prísť o všetky dáta: Samsung zmenil dôležitú podmienku [zive.aktuality.sk]
about 2 months ago
Kekurangan pasokan chip memori diperkirakan berlanjut hingga 2028 [www.antaranews.com]
about 2 months ago
Samsung tiết lộ thời điểm RAM và SSD mới giảm về mức giá 'bình thường' [thanhnien.vn]
about 2 months ago
La memoria RAM y los SSD subirán de precio [planetared.com]
about 2 months ago
Il caso CXMT. Così una città cinese ha trasformato 1 miliardo in oltre 140 [www.money.it]
about 2 months ago
宏碁主管：预计第三季度整体 PC 价格仍有约 5% 的上涨空间，第四季度有望趋于平稳 - IT之家 [www.ithome.com]
about 2 months ago
W sklepach może zabraknąć pamięci RAM? Apacer ostrzega przed kryzysem [tech.wp.pl]
about 2 months ago
Samsung Projects RAM Chip Shortage to Persist Through 2028 - Archyworldys [www.archyworldys.com]
about 2 months ago
Samsung's Memory Shortage Warning Exposes a Structural Choke Point in the AI Supply Chain - FourWeekMBA [fourweekmba.com]
about 2 months ago
“最贵装机季”来了，一天一个价！经销商：非刚需用户先别买-新闻中心-北方网 [news.enorth.com.cn]
about 2 months ago
大陆暑期成“最贵装机季” 电脑配件一天一价 [www.epochtimes.com]
about 2 months ago
暑假買電腦︱高階notebook狂加¥4000 深圳華強北「海鮮標價」實時調整 [www.stheadline.com]
about 2 months ago
One-in-five breaches are now AI-related, IBM warns [www.itpro.com]
about 2 months ago
AI keeps consumer prices high in 'RAMaggedon' chip crunch [japantoday.com]
about 2 months ago
AI Boom Pushes Memory Chip Prices Higher for Laptops and Phones [www.analyticsinsight.net]
about 2 months ago
Samsung, SK hynix expand binding memory supply deals amid prolonged shortage [www.koreaherald.com]
about 2 months ago
Microsoft quer o Windows 11 a funcionar muito melhor com 8 GB de RAM [sapo.pt]
about 2 months ago
Galaxy S27 Ultra : Samsung préparerait une hausse de prix qui risque de faire mal [www.phonandroid.com]
about 2 months ago
Samsung And SK Hynix Have Re-Engineered The DRAM Business Model To Defy Peak-Out And Recession [wccftech.com]
about 2 months ago