Samsung warns memory crunch will last through 2028 as profit rises 19-fold
"Customers who want to secure substantial AI service infrastructure are increasingly approaching us for multiyear supply," Kim told analysts."These multiyear arrangements actually are aligned with our objective of hedging our mid- to long-term risk. Everyone else can take a number and get in line. It expects output, measured in bits, to grow by the mid-single digits for DRAM and the high single digits for NAND flash next quarter.
- ▪"Customers who want to secure substantial AI service infrastructure are increasingly approaching us for multiyear supply," Kim told analysts."These multiyear arrangements actually are aligned with our objective of hedging our mid- to long-t
- ▪Everyone else can take a number and get in line.
- ▪It expects output, measured in bits, to grow by the mid-single digits for DRAM and the high single digits for NAND flash next quarter.
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| Original publisher | The Register |
| Canonical URL | https://www.theregister.com/systems/2026/07/30/samsung-warns-memory-crunch-will-last-through-2028-as-profit-rises-19-fold/5281142 |
| Publication time | Thu, 30 Jul 2026 15:50:00 +0200 |
| Retrieval time | 2026-07-30T15:22:04.572Z |
| Last seen | 2026-07-30T15:22:04.572Z |
| Headline source | Publisher (no WeSearch rewrite) |
| Excerpt source | publisher body |
| Excerpt method | First ~120 words (~800 chars) of extracted publisher body, fair-use limited. |
| Summary | WeSearch · cerebras-chat (WeSearch summarizer) |
| Summary source text | contentText |
| Citation coverage | Summary is a WeSearch-generated derivative; primary citation is the original publisher URL. |
| Cluster | qubJ0CISrVoX · 3 stories |
| Cluster logic | Grouped by semantic title/content similarity across sources within a rolling window. Same-publisher template collisions are excluded from coverage comparison. |
| Ranking reason | Story pages are not engagement-ranked. Hub feeds use recency, with optional source-diversified chronological ordering (cap consecutive stories per source). No personalized ranking. |
| Publisher visit | Yes — open original |
| Substitutes article? | No — link-out required for full text |
Rights status (four layers)
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| Indexing | May the item be indexed (stored, ranked, made findable)? | Allowed |
| Snippet | May a short excerpt of the publisher's text be shown? | Allowed |
| AI summary | May WeSearch generate its own short summary of the article? | Limited |
| Retrieval / RAG | May the content be exposed for third-party retrieval-augmented generation? | Not asserted |
| Model training | May the content be used to train AI models? | Not asserted |
| Commercial reuse | May the content be reused commercially? | Not permitted |
Basis: Derived from the published RSS/Atom feed. Contact: [email protected]. Reviewed: 2026-07-24.
Opening excerpt (first ~120 words) tap to expand
(function() { let windowUrl = window.location.href; windowUrl = windowUrl.substring(windowUrl.indexOf('?') + 1); let messageElement = document.querySelector('.shareableMessage'); if (windowUrl && windowUrl.includes('code') && windowUrl.includes('expires')) { messageElement.style.display = 'block'; } })(); SYSTEMS Samsung warns memory crunch will last through 2028 as profit rises 19-fold Tech giant counts record piles of cash while buyers face years of elevated prices Dan Robinson Dan Robinson IT INFRASTRUCTURE REPORTER Published thu 30 Jul 2026 // 14:50 UTC Samsung Electronics is warning that the current memory supply crunch will deepen next year and persist through 2028, a shortage that keeps padding its own record profits at the expense of enterprise customers and consumers.
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