From PC Mag: Samsung’s latest earnings call was a rollercoaster ride, revealing stellar results fueled by its memory production business, but its mobile division posted its first-ever loss due to rising costs.
During the call, Samsung confirmed it doesn’t expect the RAM crisis to improve anytime soon, given the long production times for memory technology. Samsung’s Jaejune Kim, head of sales and marketing for memory at Samsung, said it expected supply limits to become “more severe in 2027 than 2026."
He said, “We believe it will be unlikely to see any significant increase in incremental supply through 2028. Based on the incoming requests that we have been seeing from the customers, unmet demand from this year is likely to carry over into the following year, contributing to tighter supply conditions going forward.”
This uncertainty and the lack of accessible components may continue to drive up component prices. It's fueled by demand from AI data centers paired with long production time for memory, which Kim says “exceeds three years."
View: Full Article
