Samsung expects memory shortage to worsen through 2027 and last until 2028

Samsung said on its Q2 earnings call that the memory-chip shortage will worsen in 2027 and likely stay tight through at least 2028.

AI labs and other major customers are locking in long-term demand, pushing Samsung to prioritize contracted buyers and expand capacity.

The supply crunch and higher chip costs could keep RAM prices elevated and raise prices for Galaxy phones, PCs, gaming devices, and Apple products.

Costs may also spill into Nvidia-powered devices, reshaping supply deals and pricing across the semiconductor industry.