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Samsung says memory shortages will worsen in 2027 and persist into 2028

Samsung says memory shortages will worsen in 2027 and persist into 2028

HardwareNew1 min read

In brief

In its Q3 2026 earnings call, Samsung said memory shortages will deepen in 2027 and supply constraints will stretch into 2028. The company said its entire 2027 HBM output is already sold, with up to 70% of capacity secured by long-term agreement customers.

What was announced

Samsung used its Q3 2026 earnings call to give a stark outlook for the memory market: shortages will become more pronounced in 2027, and supply constraints will persist into 2028.

According to the company, its entire 2027 HBM (high-bandwidth memory) output is already sold. Up to 70% of capacity has been set aside for customers with long-term agreements.

The numbers

Samsung reported quarterly revenue of 195.3 trillion Korean won (about $146.3 billion), up 14% from the previous quarter and 127% year over year.

The company also became the first global tech firm to top 100 trillion won in operating profit, which rose 20% quarter over quarter and 783% year over year.

Why it matters

HBM is a core component of AI accelerators. With supply locked up by long-term deals, chipmakers and data center investors face cost and availability uncertainty until new capacity comes online.

Why it matters

Memory prices and AI hardware lead times hinge on this outlook, giving readers a concrete basis for chip costs over the next two years.

Sources

  1. WccftechFirst reported by
    Samsung Says Memory Shortages Will Get Worse in 2027 & Supply Constraints Will Persist Into 2028, Up To 70% Capacity Secured By Long-Term Agreement Customers
#Samsung#memory shortage#HBM#supply chain

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