📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Samsung expects chip shortages to deepen in 2027, persist into 2028 - $Micron Tech(MU.US) $Sandisk(SNDK.US) $SK Hynix(SKHY.US) $Western Digital(WDC.US) $Seagate Tech(STX.US)
Samsung Electronics said chip supply shortages will worsen in 2027 versus this year and are likely to persist through 2028. The company warned near-term supply cannot be materially increased because it takes more than 3.5 years to move from new fabs to wafer production, so even higher industry capex is unlikely to produce a large supply uplift before 2028. Samsung also said the spread of generative AI has driven a surge in token consumption, sharply boosting memory demand for AI servers and lifting general-purpose server memory requirements to unprecedented levels, leaving industry capacity well short of customer needs.The copyright of this article belongs to the original author/organization.
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