Samsung Sees Chip Shortage Lasting Until 2028, Expands AI Supply Deals

Samsung sees chip shortage extending to 2028, touts long-term supply deals - The Economic Times

Samsung hit 70% chip margins with multi-year deals with five major data-center operators, forecasting shortages through 2028. Supply contracts reduce DRAM/HBM procurement risk but entrench vendor lock-in—a critical trade-off for IT infrastructure roadmaps.