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Samsung Predicts Years of Memory Scarcity Ahead
1 May
Summary
- Memory shortage expected to worsen significantly by 2027.
- Samsung's semiconductor profits surged dramatically in Q1 2026.
- Consumers and businesses face continued price hikes for memory.
The global shortage of memory chips is anticipated to persist for several more years, with significant worsening expected by 2027. Samsung Electronics, a leading manufacturer, has informed analysts that current order volumes indicate a wider gap between supply and demand in 2027 compared to the present.
This extended scarcity bodes ill for consumers and businesses, who can expect continued price increases and limited availability of memory components. For Samsung, however, the situation has proven exceptionally profitable. The company's semiconductor division achieved an operating profit of nearly 53.7 trillion won ($36.5 billion USD) in the first quarter of 2026, marking an extraordinary 49-fold increase over the preceding quarter.
