Earlier this month, Nikkei Asia reported that the ongoing memory crisis was not slowing down anytime soon. RAM supply is currently in extreme demand, as AI companies are scooping up the hardware to power their ever-growing data centers. Unfortunately, there are only so many memory manufacturers in the world, and only so many resources available to actually manufacture those chips. There are really only three key players—SK Hynix, Micron Technology, and Samsung—and while all are ramping up production as much as possible, it doesn’t appear to be enough to meet demands for the immediate future.
Samsung can’t meet memory demand this year
Now, Samsung is officially confirming as much. During a post-earnings call this week, Samsung memory chip business executive Kim Jaejune said, “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 in 2026.”
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