Samsung Says Memory Shortages Will Get Worse in 2027 & Supply Constraints Will Persist Into 2028, Up To 70% Capacity Secured By Long-Term Agreement Customers
Samsung has said during its latest earnings that memory shortages will worsen in 2027 while supply constraints will push into 2028. Samsung Has Sold Out Its Entire 2027 HBM Supply As Memory Shortages Get Worse Next Year During its Q3 2026 earnings call, Samsung announced a record revenue of 195.3 trillion Korean Won (~$146.3b), a 14% increase over the previous quarter and a 127% increase versus the prior year. The company also became the first global tech company to exceed 100T KRW in operating profits, a 20% increase versus the previous quarter and a 783% increase versus the prior year…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.