Samsung expects memory shortage to worsen through 2027 and last until 2028
- ID
- 9662
- Status
- summarized
- Published
- 31 Jul 2026, 11:37 PM
- Fetched
- 31 Jul 2026, 11:59 PM
- Provider
- TechCrunch
- Category
- technology
- Original URL
- https://techcrunch.com/2026/07/31/samsung-expects-memory-shortage-to-worsen-through-2027-and-last-until-2028/
- Source URL
- https://techcrunch.com/feed/
Summary
- Score
- 7.5
- Created
- 01 Aug 2026, 12:03 AM
- Tags
- Audience
- developersvibe_codersai_ml_learnersai_agent_userssaas_founders
What happened
Samsung, which supplies roughly a third of global memory chips, told its Q2 earnings call that the RAM shortage will intensify through 2027 and persist until at least 2028, with frontier AI labs sharing multi-year demand forecasts to secure supply. Samsung is prioritizing long-term contracts, and the resulting price increases have already pushed Samsung and Apple to raise consumer device prices, with Nvidia expected to raise consumer GPU prices 20-30%.
Why it matters
If you are budgeting for GPU instances, local dev hardware upgrades, or AI infrastructure over the next 2-3 years, assume memory and GPU costs stay elevated or rise further rather than reverting. Teams building AI agents or ML pipelines should lock in cloud commitments or long-term contracts now if they can, and factor 20-30% higher consumer GPU prices into any hardware refresh cycle.
Discussion angle
How should small teams and solo builders in Malaysia respond to a multi-year memory and GPU price squeeze—lock in cloud reserved instances now, buy consumer hardware before Nvidia's 20-30% hike, or shift workloads to cheaper inference providers?