Samsung Warns Memory Crunch to Last Through 2028

Samsung has officially warned that the global memory shortage will persist through 2028, even as the company reported a near 19-fold increase in quarterly profit. This forward guidance from the world's largest memory maker structurally sets pricing expectations for buyers of HBM, DRAM, and flash across the technology supply chain.

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Samsung's explicit multi-year shortage warning transforms what was a supply event into a durable structural condition for anyone dependent on memory: smartphone OEMs, PC makers, AI server builders, and hyperscalers all face sustained elevated input costs through 2028. AI training and inference hardware will remain constrained by HBM availability, reinforcing Nvidia's and SK Hynix's pricing power. End-device makers including Apple face margin compression or forced price increases that risk demand destruction. Memory-intensive applications including on-device AI will be delayed or redesigned around lower memory footprints. Alternative memory architectures and suppliers including CXMT gain strategic urgency as buyers diversify away from Samsung and SK Hynix.