Samsung Says AI Memory Shortage Will Persist Through 2027 as HBM Sells Out

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Samsung reported record third-quarter 2026 operating profit of 107.4 trillion won, roughly 80 billion US dollars, driven by AI-related demand. The company warned that supply of memory used in AI systems will tighten further through 2027 rather than ease. Its high-bandwidth memory (HBM) supply for 2027 is already sold out, with capacity committed to ten major customers under long-term contracts and talks underway with ten more. Samsung estimates AI-driven demand in 2027 will significantly exceed industry supply, describing the imbalance as industry-wide. SK Hynix has similarly said its DRAM and HBM are effectively sold out through 2029.

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ProgrammingDEV Community ·

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ProgrammingDEV Community ·

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ProgrammingDEV Community ·

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