Samsung warns worst of RAM shortage is ahead
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Samsung teases AI smart glasses but reveals memory shortage could get worse in recent earnings call
During a recent earnings call, Samsung teased AI smart glasses. Here's what the company brass said.
Samsung indicates that tight inventories and surging AI workloads could push the RAM supply-demand imbalance further by 2027, even as chipmakers expand production capacity
Samsung confirmed it won't meet memory demand this year, which leaves consumers with two real choices to weather the crisis.
Memory chip makers used to be cyclical and risky to enter after explosive upside runs. But what if things are different this time around, with the AI revolution continuing to move forward while AI data center builds continue hogging up all the DRAM and SSDs?
The smartphone RAM crisis is getting worse. With Samsung winding down legacy memory and supply already tight, budget devices are in trouble.
Memory chips and storage drives are becoming a major bottleneck in the artificial intelligence buildout, driving companies' capital expenditures higher. Chipmakers warn the supply crunch will get worse before it gets better,
Samsung's latest earnings call reveals a possible AI glasses development but also addressed the worsening RAM crisis in 2027.
Samsung and SK hynix warn that severe AI-driven memory shortages could persist through 2027 as exploding HBM demand overwhelms supply, tightens the broader DRAM market, and fuels record profits