Samsung predicts the memory chip shortage crisis may become more severe next year, following exceptionally high demand from the AI industry, leading to a misalignment between production processes and demand.
In Samsung's earnings report, which showed record-high profits driven by demand for chipsets in the AI industry,
Interestingly, despite Samsung's strong financial results, the chip shortage crisis this year may worsen next year, especially for memory needed in AI data centers.
Kim Jae-joon, a senior Samsung executive, addressed this during the earnings call, stating that current memory supply remains significantly below customer demand. Considering demand trends for 2027, the gap between supply and demand may widen beyond that of 2026.
This situation impacts not only manufacturers but also consumers, resulting in higher product prices and indefinite delays in some product launches.
A clear example of this impact is Sony's price increase for the PlayStation 5 in March, which means gamers wanting this console now have to pay more than Sony's previous pricing.