business · 3 outlets · 3 linked reports
Samsung Warns Memory Chip Shortage Could Last Into 2028
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Summary
- Samsung expects tight memory-chip supplies to intensify in 2027 and persist into at least 2028.
- Frontier AI companies are sharing long-range demand forecasts to secure supply.
- Long-term contracts give Samsung confidence to add production equipment.
- Higher chip prices lifted semiconductor sales but squeezed Samsung phone and television margins.
The question
Should chipmakers prioritize long-term AI contracts during a global memory shortage?
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