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Global Memory Shortage Set to Worsen in 2027 and Persist Until 2028, Samsung Warns
guwahatiobserver.com Aug 1, 2026

Global Memory Shortage Set to Worsen in 2027 and Persist Until 2028, Samsung Warns

Curated by · TechCapsules ·

AI-summarised brief · reviewed before publication

Samsung Electronics warned that the global memory chip shortage will intensify in 2027 and persist through 2028, driven by surging demand for artificial intelligence infrastructure and structural supply constraints. During its second-quarter 2026 earnings call, Executive Vice President Jaejune Kim stated that unmet customer orders from 2026 will spill over into the following year. Data center operators are aggressively expanding high-bandwidth memory and server DRAM capacity for agentic AI models. Because constructing semiconductor fabrication facilities takes over three years, meaningful capacity additions are unlikely before 2028. Despite posting record quarterly results fueled by DRAM and NAND shipments, Samsung faces a supply deficit. Long-term agreements cover 60 to 70 percent of its capacity with major clients. Consequently, memory wafers are being diverted from consumer electronics, raising component costs for personal computers, smartphones, and gaming consoles. Industry analysts anticipate continued upward price pressure across consumer tech markets for the next two years as the shortage lingers.

💡 Why It Matters

  • · The diversion of production capacity toward AI infrastructure directly penalizes everyday consumers through higher prices for essential devices.
  • · This structural bottleneck ensures that the economic benefits of the AI boom will not be evenly distributed, leaving the broader consumer electronics market vulnerable to sustained inflationary pressure.
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