## Samsung: Memory Shortage Expected to Persist Until 2028
### AI-Driven Demand
Samsung believes we’re in for a rough ride until 2028 concerning memory. The tech giant is enjoying substantial profits due to a memory supply crisis that’s affecting everyone else. The culprit? AI – it’s not just taking jobs, it’s also consuming all the memory for its servers.
### Memory Supply Crisis Worsens
The experts at Samsung state they’re focusing on AI servers at the moment, resulting in a severe lack of memory for PCs and smartphones. Even with investments in new factories, by the time they complete construction, it will be a solid three years before any additional supply becomes available.
### Future Looks Bleak
Jaejune Kim, Samsung’s EVP of Memory, mentioned they don’t foresee improvements until 2028. Customer demand is skyrocketing, and 2027 might be even tighter than 2026. AI is firmly in control of the memory chips for the foreseeable future. It’s quite a predicament.
### Long-Term Supply Deals
Samsung is making advantageous agreements to ensure their AI clients are stocked for years ahead. If you’re willing to invest in long-term supply, you’ll be prioritized. For the rest of you? Brace yourselves at the end of the queue. These contracts are Samsung’s tactic to navigate the fluctuating memory market.
### Boosting Revenue
Amidst all this negativity, Samsung is reaping the financial rewards. Their Q2 revenue surged by 130% to ₩171.5 trillion, and their profits skyrocketed nineteenfold from last year to ₩89.5 trillion.
### Industry Forecast
In Taiwan, market analysts TrendForce anticipate AI will continue to drive DRAM demand in 2027. They expect NAND flash supplies to become more plentiful as new capacity emerges. However, don’t expect significant additional DRAM output until late 2028.
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## Summary: Memory Seekers, Expect Long Waits Until 2028
Well, there you have it, everyone. Samsung indicates we’re in a bind regarding memory until 2028. If you’re not part of the AI sector, your memory issues could just be beginning. Prepare with a deep pocket and a hefty dose of patience!
