Samsung predicts that memory supply shortages will worsen further in 2027, and customers have already started placing orders for 2027.

Amid a continuing global shortage of semiconductors (memory) , semiconductor giant Samsung has warned that 'the global memory shortage will continue until 2027 and could even worsen.'

Samsung: Expect Memory Crisis to Get Even Worse Next Year | PCMag
https://www.pcmag.com/news/samsung-expect-memory-crisis-to-get-even-worse-next-year

Samsung profit surges over eightfold to beat estimates as AI boom fuels memory chip crunch
https://www.cnbc.com/2026/04/30/samsung-q1-earnings-ai-memory-chip-demand-profit-record.html

Taiwan's Delta Electronics warns costs rising as AI data center demand surges | Reuters
https://www.reuters.com/world/asia-pacific/taiwans-delta-electronics-warns-costs-rising-ai-data-centre-demand-surges-2026-04-30/

Samsung has announced its first-quarter 2026 results. For the quarter, Samsung recorded sales of 133.9 trillion won (approximately 14.28 trillion yen) and operating profit of 57.2 trillion won (approximately 6.1 trillion yen). Sales increased by 70% year-on-year, and operating profit increased by more than 750% year-on-year.

The Device Solutions division, which is responsible for the semiconductor business, recorded an operating profit of 53.7 trillion won (approximately 5.73 trillion yen) in the first quarter of 2026, a 5270% increase compared to the same period of the previous year, which accounts for more than 90% of Samsung's total operating profit.

Kim Jae-jun, head of Samsung's memory business, stated during the earnings call, 'Unlike in previous years, we have already received orders for memory for 2027 from customers who are concerned about supply shortages. Based on the orders we have received so far, we expect the supply-demand gap in 2027 to widen even further compared to 2026.' This suggests that the memory shortage may continue and even worsen in 2027.

Samsung has not explained how the memory shortage will affect the consumer technology industry as a whole, but PCMag points out that 'increased demand for memory used in AI data centers will likely drive up the cost of essential components such as memory, potentially leading to further price increases for electronics.'

Furthermore, in response to the global memory shortage caused by AI demand, Samsung raised the price of its DDR5 memory by more than 100% in December 2025. Since then, Samsung has reported strong performance due to the surge in memory prices.

Samsung raises DDR5 memory prices by more than 100% - GIGAZINE

In response, SK hynix, a semiconductor company that competes with Samsung, reported that its sales for the first quarter of 2026 (January-March) reached 52.6 trillion won (approximately 5.61 trillion yen), a 198% increase year-on-year, and its operating profit reached 37.6 trillion won (approximately 4.01 trillion yen), a 405% increase year-on-year, supported by a surge in sales of HBM for AI infrastructure. During its earnings briefing, SK hynix also suggested that, like Samsung, the memory shortage may continue into 2027.

Samsung and SK hynix warn AI-driven memory shortages could last until 2027 and beyond, as HBM demand explodes — customers already reserving supply years ahead, while the wider DRAM market begins to tighten | Tom's Hardware
https://www.tomshardware.com/tech-industry/artificial-intelligence/samsung-and-sk-hynix-warn-ai-driven-memory-shortages-could-last-until-2027-and-beyond-as-hbm-demand-explodes-customers-already-reserving-supply-years-ahead-while-the-wider-dram-market-begins-to-tighten

Amazon's cloud computing service, AWS, said that technology companies are increasingly seeking assistance from cloud providers because they cannot secure sufficient on-premises computing resources themselves.

AWS CEO Andy Jassy pointed out that memory shortages are forcing many companies to accelerate their plans to migrate resources to the cloud. Speaking at the Q1 2026 earnings call, he said, 'When it comes to memory, storage, and the supply chain, I think everyone knows that the cost of components, especially memory, is skyrocketing. We are in a situation where production capacity is overwhelmingly insufficient to meet demand.' 'One of the interesting things we are seeing now regarding the changes in price and supply for memory and other components is that it is further accelerating the movement of companies with on-premises infrastructure to the cloud.'

AWS says server memory shortage pushing customers to cloud • The Register
https://www.theregister.com/2026/04/30/server_memory_shortage_pushing_you/

Furthermore, semiconductor giants Samsung, SK Hynix, and Micron have raised prices rather than increasing DRAM shipments, leading to criticism that their strategy prioritizes profits over providing products that customers need.