Memory chip maker Samsung says the component shortage will continue to get worse in 2027, while earning a pretty penny from it
Samsung, which supplies approximately one-third of the global memory market, has announced that the ongoing semiconductor shortage will continue deteriorating through 2027 and persist until at least 2028. The company revealed this forecast during a Q2 earnings call, citing data directly shared by artificial intelligence companies that are competing aggressively to secure future memory and storage supply.
The tightening supply picture is driven primarily by surging demand from AI labs seeking to lock in component allocation from manufacturers. Samsung expects this supply-demand imbalance to intensify, translating into continued price increases for memory components throughout 2027—a situation that benefits the chipmaker’s bottom line despite headwinds for consumers and device manufacturers.
The shortage has created a challenging market dynamic where limited supply meets accelerating demand. Samsung’s forecast suggests the crisis will not ease significantly within the next two years, with implications for the cost of computing devices across consumer and enterprise segments. The announcement also comes amid accusations that Samsung has engaged in alleged price-fixing practices to worsen the RAM crisis, adding regulatory scrutiny to an already tight market.