Samsung Thinks the RAM Crisis Will Only Get Worse Next Year
Samsung’s Jaejune Kim, head of sales and marketing for memory at Samsung, said it expected supply limits to become “more severe in 2027 than 2026."He said, “We believe it will be unlikely to see any significant increase in incremental supply through 2028. He said, “Beyond 2029, it is hard to say because of more limited visibility,” as well as confirming that many AI-focused businesses are working with Samsung to negotiate multi-year supply agreements.Samsung’s own mobile business is suffering amid rising component prices. It has begun passing rising costs on to customers by raising some prices, but Samsung predicts production costs will continue to rise through the second half of this year.
- ▪Samsung’s Jaejune Kim, head of sales and marketing for memory at Samsung, said it expected supply limits to become “more severe in 2027 than 2026."He said, “We believe it will be unlikely to see any significant increase in incremental suppl
- ▪He said, “Beyond 2029, it is hard to say because of more limited visibility,” as well as confirming that many AI-focused businesses are working with Samsung to negotiate multi-year supply agreements.Samsung’s own mobile business is sufferin
- ▪It has begun passing rising costs on to customers by raising some prices, but Samsung predicts production costs will continue to rise through the second half of this year.
2 outlets in our directory ran this story, first to last over 2 hours. All of the coverage we found sits in one bucket: centre. That one-sidedness is itself worth noticing.
- ▪ Planning to buy a new phone? Samsung says the RAM crisis is only getting worse — Android Authority
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| Original publisher | PCMag |
| Canonical URL | https://www.pcmag.com/news/samsung-thinks-the-ram-crisis-will-only-get-worse-next-year |
| Publication time | Thu, 30 Jul 26 12:01:35 +0000 |
| Retrieval time | 2026-07-30T12:19:32.078Z |
| Last seen | 2026-07-30T12:19:32.078Z |
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Opening excerpt (first ~120 words) tap to expand
Samsung’s latest earnings call was a rollercoaster ride, revealing stellar results fueled by its memory production business, but its mobile division posted its first-ever loss due to rising costs.During the call, Samsung confirmed it doesn’t expect the RAM crisis to improve anytime soon, given the long production times for memory technology. Samsung’s Jaejune Kim, head of sales and marketing for memory at Samsung, said it expected supply limits to become “more severe in 2027 than 2026."He said, “We believe it will be unlikely to see any significant increase in incremental supply through 2028.
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