Samsung expects the memory crisis to get worse in 2027
Samsung expects the memory shortage to get worse in 2027
The global memory crisis has seen Samsung’s memory profits soar. The company has seen its profits jump by almost 50X, from 1.1 trillion won to 53.7 billion won. For 2027, Samsung expects worsening conditions for the memory market, which is great news for them and bad news for practically everyone else.
Thanks to the rapid buildout of AI datacenters, RAM and NAND memory have seen their prices skyrocket. Samsung is one of the largest global producers of memory, and it has become one of the primary beneficiaries of the shortage. In 2027, Samsung expects the supply-demand gap to widen, leading to further price increases.
While memory manufacturers are trying to produce more memory, it takes years to build new memory factories. This means that the DRAM shortage may last until at least 2028, as this is when a number of new memory factories are expected to start mass-producing NAND and DRAM.
Our supply falls far short of customer demand. Based solely on the demand currently received for 2027, the supply-to-demand gap for 2027 is set to widen even further than in 2026.
– Samsung Executive Kim Jaejune
The global memory shortage has already hit consumers hard. The price of consumer DRAM has skyrocketed, making memory and storage the most expensive parts of many new PCs. PC upgrades have become unaffordable for many, and a standard 32GB DDR5 memory kit is around 4x more expensive than it was this time last year.
For Samsung, things couldn’t be better. Its Q1 profits have increased by almost 50x. Its DRAM hasn’t become much more expensive to produce, so today’s inflated profits are almost pure profit for Samsung. Samsung expects this gravy train to steam forward well into the future. That’s bad news for consumers, as everything that uses DRAM or NAND memory has become much more expensive. This has affected PCs, consoles, smartphones, and everything else powered by modern electronics.
You can join the discussion on Samsung’s 2027 memory prediction on the OC3D Forums.
