Record profit on AI demand
Samsung Electronics expects the global memory-chip shortage to last through 2028. The company made the call as it reported record quarterly profit. Demand for memory chips has soared as artificial intelligence data centers expand. AI models need vast amounts of DRAM and high-bandwidth memory, or HBM. Samsung is one of only a few companies that can make the most advanced versions of these chips. That position has turned into a financial windfall.
Why supply stays tight
Building new chip factories takes years and costs billions of dollars. Samsung says even its aggressive expansion plans will not close the gap quickly. The industry is also shifting production to HBM, which uses more wafer space than standard memory. That reduces the supply of conventional DRAM, keeping prices high across the board. Executives warned that demand from AI customers shows no sign of slowing. They said orders are booked far in advance, giving the company rare visibility into future revenue.
What it means for buyers
The extended shortage means higher prices for memory chips, and those costs flow down to consumers. Laptops, smartphones, and servers all carry memory chips, and manufacturers have already raised prices. The outlook is good news for Samsung's shareholders, but a headache for the rest of the tech industry. Rivals SK Hynix and Micron are expected to benefit from the same conditions. Analysts say the cycle could last longer than past booms because AI demand is structural, not seasonal. Samsung's record profit is a sign of how deeply artificial intelligence has reshaped the chip business.
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