Summary created by Smart Answers AI
In summary:
- Samsung predicts the ongoing RAM shortage will intensify in 2027 and beyond, creating a worsening supply-demand gap for DRAM and SSD memory.
- PCWorld reports Samsung’s semiconductor division profits surged to $36.5 billion in Q1 2026, representing a 49-fold increase driven by the shortage.
- Consumers and businesses should expect continued price increases and limited memory availability for several years ahead.
We’ve long known the ongoing memory shortage could last several years. Even though RAM prices dipped for a bit, it was a false alarm… and now there are more signs that the shortage won’t abate for a while.
According to Reuters, Samsung—one of the largest manufacturers of RAM and storage—believes not only that the memory shortage will worsen in 2027, but it will continue into the following years.
Kim Jaejune, Executive Vice President at Samsung Electronics, is reported to have told analysts that, based solely on the orders the company has received for 2027, the gap between supply and demand for memory is likely to widen even further in 2027 compared to this year.
For Samsung, however, the memory shortage has been a huge success. Operating profit for the company’s semiconductor division reached nearly 53.7 trillion won ($36.5 billion USD) in the first quarter of 2026, a 49-fold increase over the previous quarter.
Further reading: Samsung is ditching Windows on Galaxy Book laptops
This article originally appeared on our sister publication PC för Alla and was translated and localized from Swedish.