Samsung forecasts chip shortage to extend through 2028, pushing customers toward long-term deals

Samsung forecasts chip shortage to extend through 2028, pushing customers toward long-term deals

Samsung projects memory chip shortage worsening through 2028 as AI HBM demand outstrips supply; customers demand multi-year deals. Three suppliers—Samsung, SK Hynix, Micron—ensure high margins for majors while smaller buyers face spot scarcity and premium costs.