During the company’s latest quarterly earnings call, executive Jaejune Kim signaled that the current supply-demand imbalance shows no signs of easing before 2028. This projection is backed by a massive surge in orders, as the company reported record quarterly revenue of 195.3 trillion Korean Won, equivalent to $146.3 billion. The intensity of this demand is best illustrated by the company’s production pipeline: Samsung has already confirmed that its entire 2027 supply of high-bandwidth memory (HBM) is sold out, leaving little room for new entrants or unexpected market volatility.
Samsung Forecasts Persistent RAM Shortages Through 2028
The insatiable appetite for artificial intelligence infrastructure is reshaping the semiconductor landscape, forcing a historic supply crunch. Samsung, the world’s leading memory manufacturer, confirmed this week that tight market conditions for high-bandwidth memory are expected to persist for at least another four years, underscoring a deepening global hardware bottleneck.
Comments (0)
No comments yet. Be the first!