The ongoing shortage of RAM chips is not only expected to persist into the next year, but will likely intensify in 2027, with tight supply conditions lasting until at least 2028, according to Samsung, which manufactures and supplies roughly a third of the world’s memory chips.
Samsung said in its Q2 earnings call that frontier AI labs, desperate to obtain access to memory infrastructure, have been “sharing their medium- to long-term demand forecasts” directly with the Korean tech giant to secure future supply.
