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AI Boom Fuels Memory Chip Shortage into 2028
29 Oct
Summary
- AI demand is driving tight memory chip supply conditions through 2028.
- Samsung reported record quarterly revenue of 195.3 trillion Korean Won.
- All of Samsung's High Bandwidth Memory RAM for 2027 is already sold out.
Memory executive Jaejune Kim has stated that "tight supply conditions" are expected to persist through 2028, a trend significantly influenced by demand from the Artificial Intelligence sector. Samsung has announced record quarterly revenue, reaching 195.3 trillion Korean Won. The company also confirmed that its entire projected supply of High Bandwidth Memory RAM for 2027 has already been sold out.
This sold-out status for 2027 HBM RAM underscores the growing demand and supply constraints within the memory market. Customers with long-term agreements have reportedly secured up to 70% of the available capacity, indicating a strategic allocation in anticipation of continued shortages.
These supply constraints are not anticipated to ease in the near future. The projected scarcity into 2028 highlights the ongoing challenge for industries reliant on advanced memory components, particularly as AI development and deployment accelerate globally.
