Samsung Electronics expects the global memory chip shortage to intensify through 2027 and persist until 2028. Rapid growth in AI data centers is driving demand for high-bandwidth memory (HBM) that currently exceeds production capacity.
Major AI and data center companies are now securing multi-year supply contracts to guarantee access to these critical components. This sustained supply-demand imbalance is expected to keep component costs high for the foreseeable future.
Elevated costs may result in higher prices for both enterprise hardware and consumer electronics. While the shortage benefits Samsung and its competitors, it presents significant challenges for customers across the broader technology sector.