Samsung Electronics anticipates worsening chip shortages lasting until 2028, following a dramatic surge in chip profits driven by robust AI-related demand.
Samsung warns chip shortage will persist until 2028; has signed long-term deals (5+ years, 60-70% capacity) with top 5 data center firms. Chip scarcity through 2028 means elevated capex and procurement delays; Samsung's long-term contracts with cloud leaders confirm supply remains structurally constrained.
Samsung's semiconductor division posted a record operating profit of 89.2 trillion won
Jul 30, 2026
05:09 pm
What's the storySamsung Electronics has warned that the ongoing chip shortage is likely to worsen and continue until 2028.
The warning comes after the company reported a massive increase in its semiconductor profits, allaying fears of a slowdown due to heavy AI spending by tech giants.
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