The global shortage of RAM chips shows no signs of easing, and could intensify further in the coming years, according to Samsung.
During an earnings call on Thursday, Samsung’s memory chip business executive Kim Jaejune delivered a stark warning about the future of memory supply. He stated that current demand projections for 2027 indicate the supply-to-demand gap will continue to widen, surpassing the imbalance already expected for 2026.
"Our supply falls far short of customer demand. Based solely on the demand currently received for 2027, the supply-to-demand gap for 2027 is set to widen even further than in 2026."
Samsung’s forecast underscores the growing strain on memory chip production, driven largely by surging demand from AI data centers. The shortage has already pushed up prices across consumer electronics, including smartphones, laptops, and gaming handhelds.
The company’s latest warning follows reports of persistent supply chain challenges and rising memory prices, which have impacted manufacturers and consumers alike. Industry analysts suggest that without significant increases in production capacity, the imbalance between supply and demand will likely persist, keeping prices elevated.
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