Samsung Warns Memory Chip Shortage to Worsen in 2027

Samsung Electronics warned on Thursday that a global shortage of memory chips, including RAM and NAND, will likely intensify in 2027 as demand outpaces supply.

The South Korean company made the disclosure during its first-quarter earnings call, where it reported record profits driven by its semiconductor division. Executive Kim Jaejune, head of Samsung's memory business, stated, "Our supply falls far short of customer demand." He added that orders already received for 2027 indicate the supply-demand gap will widen further than in 2026. Customers, including those building AI data centers, have placed early orders for next year out of concern over availability.

The shortage began in late 2025 and has already raised prices across consumer electronics. Smartphones, laptops, gaming consoles, PCs, TVs, and other devices reliant on memory components have seen cost increases. For instance, Sony raised PlayStation 5 prices earlier this year, with the digital edition reaching $600 and the disc version $650. Manufacturers have also reduced high-storage options on new models to manage expenses. Samsung itself has increased prices on products like its Galaxy S series phones and tablets.