Samsung warns memory crunch will last through 2028 as profit rises 19-fold
30-07-2026 15:50 via theregister.com

Samsung warns memory crunch will last through 2028 as profit rises 19-fold

Samsung Electronics is warning that the current memory supply crunch will deepen next year and persist through 2028, a shortage that keeps padding its own record profits at the expense of enterprise customers and consumers. The Korean conglomerate said agentic AI has added to demand already generated by model training, driving an "unprecedented rise" in requirements for AI servers and other computing infrastructure. Memory makers continue to prioritize production of components for AI servers, le
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