{"id":2074970,"date":"2026-08-03T11:33:01","date_gmt":"2026-08-03T08:33:01","guid":{"rendered":"https:\/\/analyse.optim.biz\/?p=2074970"},"modified":"2026-08-03T11:33:01","modified_gmt":"2026-08-03T08:33:01","slug":"memory-chip-maker-samsung-says-the-component-shortage-will-continue-to-get-worse-in-2027-while-earning-a-pretty-penny-from-it","status":"publish","type":"post","link":"https:\/\/analyse.optim.biz\/?p=2074970","title":{"rendered":"Memory chip maker Samsung says the component shortage will continue to get worse in 2027, while earning a pretty penny from it"},"content":{"rendered":"<article class=\"article \" data-ads=\"true\" data-article-type=\"news\" data-article-group=\"news\" data-paywalled=\"false\" data-premium=\"false\" data-sponsored=\"false\" data-type=\"article\">\n<header class=\"article_header\" data-component=\"article-header\">\n<div class=\"breadcrumbs\">\n<nav class=\"nav_breadcrumbs\" data-component=\"nav-breadcrumbs\" aria-label=\"Breadcrumb\">\n<ul class=\"nav-links\">\n<li>\n                <a href=\"https:\/\/www.eurogamer.net\/\" data-active=\"false\"><br \/>\n                      Home<br \/>\n                <\/a>\n            <\/li>\n<li>\n                <a href=\"https:\/\/www.eurogamer.net\/news\" data-active=\"false\"><br \/>\n                      News<br \/>\n                <\/a>\n            <\/li>\n<\/ul>\n<\/nav><\/div>\n<div class=\"headline_details\" id=\"main-content\">\n<h1 class=\"title\">Memory chip maker Samsung says the component shortage will continue to get worse in 2027, while earning a pretty penny from it<\/h1>\n<p class=\"strapline\">RAM beau: first blood.<\/p>\n<\/p><\/div>\n<div class=\"headline_asset\">\n<figure class=\"headline_image_wrapper\">\n<p>        <img fetchpriority=\"high\" decoding=\"async\" class=\"headline_image\" src=\"https:\/\/assetsio.gnwcdn.com\/PS5-ram.jpg?width=570&amp;quality=85&amp;format=jpg&amp;dpr=3&amp;auto=webp\" alt=\"A PS5 console over strips of RAM, slightly blurred on a blue background\" loading=\"eager\" data-uri=\"PS5-ram.jpg\" data-lightbox width=\"570\" height=\"321\"><figcaption>\n          <span class=\"attribution\">Image credit: <cite>Eurogamer<\/cite><\/span><br \/>\n        <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"metadata\">\n<div class=\"avatar\">\n<p>    <img loading=\"lazy\" decoding=\"async\" alt=\"Sherif Saed avatar\" src=\"https:\/\/assetsio.gnwcdn.com\/IMG_1950_Uy1XomJ.JPG?width=2048&amp;height=2048&amp;fit=bounds&amp;quality=85&amp;format=jpg&amp;auto=webp\" style=\"aspect-ratio: 1\" width=\"1638\" height=\"1346\"><\/p>\n<p>  <img alt=\"Sherif Saed avatar\" data-autosize=\"crop_lossy\" data-uri=\"IMG_1950_Uy1XomJ.JPG\" loading=\"lazy\" style=\"aspect-ratio: 1\" width=\"1638\" height=\"1346\">\n<\/div>\n<div class=\"text\">\n<div class=\"byline\">\n                  <span class=\"article_type\" data-slug=\"news\"><br \/>\n                    News<br \/>\n                  <\/span><\/p>\n<p><span class=\"by\">by<\/span> <span class=\"author\"><a href=\"https:\/\/www.eurogamer.net\/authors\/sherif-saed\">Sherif Saed<\/a><\/span>                    <span class=\"job_title\"><br \/>\n                      Senior Contributor<br \/>\n                    <\/span>\n            <\/div>\n<div class=\"published_at\">\n<p>Published on   <time datetime=\"2026-08-03T11:33:01+00:00\" data-auto-time-zone=\"true\" data-year=\"numeric\" data-month=\"short\" data-day=\"numeric\" data-hour=\"numeric\" data-minute=\"numeric\">Aug. 3, 2026, 11:33 a.m.<\/time>\n              <\/div>\n<div class=\"comments\">\n      <a class=\"comments__link comments-bubble\" href=\"https:\/\/www.eurogamer.net\/samsung-memory-shortage-2027-2028-q2-earnings?view=comments\" rel=\"nofollow\"><br \/>\n          12 comments<br \/>\n      <\/a>\n    <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/header>\n<div class=\"article_body\" data-component=\"article-content\">\n<div class=\"article_body_content article-styling\">\n<p>Samsung, one of the largest manufacturers of memory and storage in the world, has delivered bad news for anyone hoping the global component shortages will ease up soon. Samsung, which is responsible for about a third of the global memory supply, revealed in an earnings call that it expects the crisis to continue getting worse into next year.<\/p>\n<p>As reported by <a href=\"https:\/\/techcrunch.com\/2026\/07\/31\/samsung-expects-memory-shortage-to-worsen-through-2027-and-last-until-2028\/\">TechCrunch<\/a>, the Korean tech giant said supply will remain constrained in 2027, while demand will continue to rise. Samsung expects this to continue until at least 2028.<\/p>\n<p>Samsung&#8217;s estimates are based on data from AI companies, which Samsung said have been &#8220;sharing their medium to long-term demand forecasts&#8221; in an effort to ensure they have a consistent supply.<\/p>\n<p>As with other component manufacturers, Samsung then uses this data to essentially establish an order of customers, prioritising those where it has the highest margins, especially when they&#8217;re willing to sign long-term contracts for its chips. That certainty is part of what makes the current crisis worse, as commitments from customers, which are entire companies, not just singular people, ensure that manufacturers can keep their prices high and guarantee demand years in the future.<\/p>\n<p><span class=\"injection_placeholder\" data-position=\"1\"><\/span><\/p>\n<p>As most of the capacity is booked for the High Bandwidth Memory (HBM) needed for AI datacentres, the big three memory manufacturers &#8211; which includes Samsung &#8211; have very little dedicated to consumer-grade memory, which caused their prices to shoot up. That has, in turn, <a href=\"https:\/\/www.eurogamer.net\/ram-prices-are-soaring-what-does-it-mean-for-gaming\">pushed up the prices of every consumer electronic device that uses these chips<\/a>, including game consoles like the <a href=\"https:\/\/www.eurogamer.net\/sony-announces-major-price-hikes-for-ps5-ps5-pro-and-portal\">PlayStation 5<\/a>, <a href=\"https:\/\/www.eurogamer.net\/xbox-major-price-increases\">Xbox Series X\/S<\/a> and <a href=\"https:\/\/www.eurogamer.net\/nintendo-switch-2-price-increase-may-2025\">Switch 2<\/a> &#8211; all of which have gone up in price, and <a href=\"https:\/\/www.eurogamer.net\/us-xbox-fans-hit-with-another-hardware-price-hike-just-four-months-after-the-last-increase\">on several occasions<\/a> in <a href=\"https:\/\/www.eurogamer.net\/sony-raises-price-of-ps5-ps5-digital-and-ps5-pro-in-the-us\">some cases<\/a>. Valve&#8217;s Steam Machine also <a href=\"https:\/\/www.eurogamer.net\/valve-steam-machine-price-availability-reaction\">launched at a much higher price than Valve expected<\/a>, and the company <a href=\"https:\/\/www.eurogamer.net\/steam-machine-valve-component-price-increase\">hinted it may even have to raise prices again<\/a>.<\/p>\n<p>With that said, It&#8217;s worth viewing Samsung&#8217;s claim in context. Samsung directly benefits from the current crisis, so it is in its best interest to keep it going as long as possible. Plus, this is an earnings call, where the company wants to appear very profitable for investors, which in this scenario is the only thing that matters.<\/p>\n<p>Samsung, along with memory manufacturers SK Hynix and Micron have been accused of cartel-like behaviour. The big three <a href=\"https:\/\/www.eurogamer.net\/sk-hynix-micron-samsung-ram-price-fixing-lawsuit\">are being sued in California for price fixing and stoking &#8220;supracompetitive prices&#8221;<\/a>.<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"preferred-source\" data-component=\"preferred-source\">\nLove Eurogamer.net? Make us a <a rel=\"nofollow\" target=\"_blank\" href=\"https:\/\/www.google.com\/preferences\/source?q=https:\/\/www.eurogamer.net\">Preferred Source on Google<\/a> and catch more of our coverage in your feeds.  <\/div>\n<\/article>\n<div class=\"article_body\" data-component=\"article-content\">\n<div class=\"article_body_content article-styling\">\n<p>Samsung, one of the largest manufacturers of memory and storage in the world, has delivered bad news for anyone hoping the global component shortages will ease up soon. Samsung, which is responsible for about a third of the global memory supply, revealed in an earnings call that it expects the crisis to continue getting worse into next year.<\/p>\n<p>As reported by <a href=\"https:\/\/techcrunch.com\/2026\/07\/31\/samsung-expects-memory-shortage-to-worsen-through-2027-and-last-until-2028\/\">TechCrunch<\/a>, the Korean tech giant said supply will remain constrained in 2027, while demand will continue to rise. Samsung expects this to continue until at least 2028.<\/p>\n<p>Samsung&#8217;s estimates are based on data from AI companies, which Samsung said have been &#8220;sharing their medium to long-term demand forecasts&#8221; in an effort to ensure they have a consistent supply.<\/p>\n<p>As with other component manufacturers, Samsung then uses this data to essentially establish an order of customers, prioritising those where it has the highest margins, especially when they&#8217;re willing to sign long-term contracts for its chips. That certainty is part of what makes the current crisis worse, as commitments from customers, which are entire companies, not just singular people, ensure that manufacturers can keep their prices high and guarantee demand years in the future.<\/p>\n<p><span class=\"injection_placeholder\" data-position=\"1\"><\/span><\/p>\n<p>As most of the capacity is booked for the High Bandwidth Memory (HBM) needed for AI datacentres, the big three memory manufacturers &#8211; which includes Samsung &#8211; have very little dedicated to consumer-grade memory, which caused their prices to shoot up. That has, in turn, <a href=\"https:\/\/www.eurogamer.net\/ram-prices-are-soaring-what-does-it-mean-for-gaming\">pushed up the prices of every consumer electronic device that uses these chips<\/a>, including game consoles like the <a href=\"https:\/\/www.eurogamer.net\/sony-announces-major-price-hikes-for-ps5-ps5-pro-and-portal\">PlayStation 5<\/a>, <a href=\"https:\/\/www.eurogamer.net\/xbox-major-price-increases\">Xbox Series X\/S<\/a> and <a href=\"https:\/\/www.eurogamer.net\/nintendo-switch-2-price-increase-may-2025\">Switch 2<\/a> &#8211; all of which have gone up in price, and <a href=\"https:\/\/www.eurogamer.net\/us-xbox-fans-hit-with-another-hardware-price-hike-just-four-months-after-the-last-increase\">on several occasions<\/a> in <a href=\"https:\/\/www.eurogamer.net\/sony-raises-price-of-ps5-ps5-digital-and-ps5-pro-in-the-us\">some cases<\/a>. Valve&#8217;s Steam Machine also <a href=\"https:\/\/www.eurogamer.net\/valve-steam-machine-price-availability-reaction\">launched at a much higher price than Valve expected<\/a>, and the company <a href=\"https:\/\/www.eurogamer.net\/steam-machine-valve-component-price-increase\">hinted it may even have to raise prices again<\/a>.<\/p>\n<p>With that said, It&#8217;s worth viewing Samsung&#8217;s claim in context. Samsung directly benefits from the current crisis, so it is in its best interest to keep it going as long as possible. Plus, this is an earnings call, where the company wants to appear very profitable for investors, which in this scenario is the only thing that matters.<\/p>\n<p>Samsung, along with memory manufacturers SK Hynix and Micron have been accused of cartel-like behaviour. The big three <a href=\"https:\/\/www.eurogamer.net\/sk-hynix-micron-samsung-ram-price-fixing-lawsuit\">are being sued in California for price fixing and stoking &#8220;supracompetitive prices&#8221;<\/a>.<\/p>\n<\/p><\/div>\n<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Home News Memory chip maker Samsung says the component shortage will continue to get worse in 2027, while earning a pretty penny from it RAM beau: first blood. Image credit: Eurogamer News by Sherif Saed Senior Contributor Published on Aug. 3, 2026, 11:33 a.m. 12 comments Samsung, one of the largest manufacturers of memory and [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[226,253],"class_list":["post-2074970","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-crawlmanager","tag-eurogamer-net"],"_links":{"self":[{"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=\/wp\/v2\/posts\/2074970","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2074970"}],"version-history":[{"count":0,"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=\/wp\/v2\/posts\/2074970\/revisions"}],"wp:attachment":[{"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2074970"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=2074970"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=2074970"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}