Samsung: RAM Shortage to Worsen Through 2027
Get the Tech newsletter
Daily tech — startups, AI labs, chips, the launches that shape the next decade. Free.
- Samsung memory executive Kim Jaejune warned during Thursday's earnings call that "supply falls far short of customer demand," with the 2027 supply-to-demand gap "set to widen even further than in 2026."
- AI data center demand is driving the global memory shortage, which is already raising prices on consumer devices from phones to gaming handhelds.
- Earlier industry reports suggest the world's biggest RAM manufacturers may not catch up with demand until 2030.
- Samsung's labor union is planning an 18-day strike starting May 21st, a work stoppage that could compound the chip shortfall if unresolved.
Why it matters: Consumers buying phones, gaming handhelds, and other electronics face sustained price pressure as AI data center demand drives the memory squeeze Samsung says will widen through 2027. Samsung's own 18-day union strike starting May 21 adds supply risk, and the broader industry may not catch up until 2030.
Ask SkimNews
