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Samsung warns memory shortage to worsen through 2027, lasting to 2028
Samsung Electronics said the global RAM shortage will intensify in 2027 and remain severe through at least 2028, driven by soaring AI demand and constrained DRAM capacity. The company plans to secure 60‑70 % of its memory output with long‑term contracts for major data‑center operators, aiming to stabilise supply despite the tight market.
TrendForce forecasts a divergence in 2027: DRAM supply will stay limited, keeping prices high, while NAND flash production is expected to grow in the second half of the year, easing price pressure. AI‑driven workloads are identified as the primary catalyst for memory demand through 2027.
The shortage is already pushing up component costs for smartphones and tablets. Samsung has begun passing higher memory prices to consumers, raising the price of its Galaxy devices, and Apple has similarly increased Mac prices. Qualcomm announced a price increase for all Snapdragon mobile processors effective 1 September, citing rising manufacturing costs and supply‑chain constraints, which will further lift smartphone prices worldwide.
Entities
AI firms · AI-driven memory demand · AI‑driven data‑center operators · Apple · Apple Inc. · DRAM · MediaTek · MediaTek Inc. · Micron Technology Inc. · Qualcomm · Qualcomm Inc. · SK Hynix
Claims
What the coverage asserts, and how many sources carry each claim.
- [● 3 SOURCES] Qualcomm's mobile chip shipments fell 15 % in the first half of 2024. smartmania.cz · shiftdelete.net · www.webtekno.com
- [● 3 SOURCES] Samsung's mobile division posted a quarterly loss of roughly 700 billion won. www.techbyte.sk · www.hwsw.hu · kuruc.info
- [DISPUTED] Samsung's semiconductor division generated an operating profit of 89.2 trillion won in Q2. www.techbyte.sk · www.hwsw.hu · kuruc.info
- [● 4 SOURCES] Samsung has signed long‑term memory supply contracts covering 60‑70 % of its capacity for up to five years. www.techbyte.sk · www.hwsw.hu · kuruc.info · overclocking.com
- [● 3 SOURCES] Qualcomm's revenue declined 20 % in its latest quarter. smartmania.cz · shiftdelete.net · www.webtekno.com
- [○ 1 SOURCE] Deliveries of mobile chipsets fell 15 % in H1 2024; MediaTek's market share dropped from 37 % to 32 % and Qualcomm's from 26 % to 22 %. smartmania.cz
- [● 3 SOURCES] Samsung expects the global memory chip shortage to continue until 2028. www.techbyte.sk · www.hwsw.hu · kuruc.info
- [● 3 SOURCES] Qualcomm plans to raise prices for its mobile chipsets. smartmania.cz · shiftdelete.net · www.webtekno.com
- [○ 1 SOURCE] Nvidia is expected to raise consumer graphics card prices by 20‑30 % due to the memory shortage. techcrunch.com
- [○ 1 SOURCE] Samsung supplies roughly one third of the world’s memory chips. techcrunch.com
- [○ 1 SOURCE] NAND flash supply growth will outpace demand in the second half of 2027, easing price pressure. www.eetasia.com
- [● 2 SOURCES] Samsung expects the memory chip shortage to worsen in 2027 and last until at least 2028. techcrunch.com · overclocking.com