Samsung says the RAM shortage could get even worse next year

The Verge / 4/30/2026

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Samsung says the current severe RAM memory shortage will likely continue into next year and could worsen, driven largely by demand from AI data centers.
During an earnings call, Samsung’s memory business executive Kim Jaejune stated that Samsung’s supply is far below customer demand and that the supply-to-demand gap for 2027 is expected to widen beyond 2026.
The shortage is already pushing up prices across a range of consumer and device categories, including smartphones, tablets, and gaming handhelds.
The outlook suggests continued cost and availability pressure for electronics makers and downstream product pricing well beyond the near term.

There may be a long wait before the end of the RAM shortage that's driving up prices on everything from phones to gaming handhelds. During an earnings call on Thursday, Samsung predicted that the severe memory shortage, driven by demand from AI data centers, will not only continue next year, but likely get worse, as reported by Reuters.

As Samsung memory chip business executive Kim Jaejune stated during the earnings call:

"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 prediction follows repor …

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