{"slug": "samsung-thinks-the-ram-crisis-will-only-get-worse-next-year", "title": "Samsung Thinks the RAM Crisis Will Only Get Worse Next Year", "summary": "Samsung expects the RAM supply crisis to worsen, with Jaejune Kim, head of sales and marketing for memory, saying supply limits will become \"more severe in 2027 than 2026\" and that no significant increase in incremental supply is likely through 2028. The shortage, driven by AI data center demand and memory production times exceeding three years, is pushing up component prices and hurting Samsung's own mobile business, which posted its first-ever loss. Samsung confirmed plans for a Galaxy Tab S12 and Galaxy S26 FE, and reiterated its upcoming smart glasses launch.", "body_md": "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.\n\nDuring 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.\"\n\nHe 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.”\n\nThis 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.\"\n\nSamsung's statements match those of its rival, SK Hynix, with its CEO recently [saying](/components/166119/2027-will-be-the-worst-year-in-history-for-memory-supply-says-sk-hynix) it predicts 2027 will be \"the worst year in the industry's history from the supply perspective.\"\n\nKim also suggested problems may continue for years to come. He said, “Beyond 2029, it is hard to say because of more limited visibility,” as well as confirming that many AI-focused businesses are working with Samsung to negotiate multi-year supply agreements.\n\nSamsung’s own mobile business is suffering amid rising component prices. It has begun passing rising costs on to customers by raising some prices, but Samsung predicts production costs will continue to rise through the second half of this year.\n\nTo weather the storm, Samsung confirmed it would focus on its current products alongside plans for a Galaxy Tab S12 tablet and a Galaxy S26 FE smartphone. This is the first confirmation of the existence of both new devices, but no other details were shared. We don't yet know whether it's a plan for a full tablet line or a single product.\n\nSamsung has already said it plans to launch its [new intelligent eyewear](/smart-glasses/165079/google-samsung-offer-first-look-at-android-xr-smart-glasses-heres-what-you-get-and-whats-missing) smart glasses before the end of this year, meaning there are at least three new products set to arrive in the next five months.", "url": "https://wpnews.pro/news/samsung-thinks-the-ram-crisis-will-only-get-worse-next-year", "canonical_source": "https://uk.pcmag.com/components/166457/samsung-thinks-the-ram-crisis-will-only-get-worse-next-year", "published_at": "2026-07-30 12:01:35+00:00", "updated_at": "2026-07-30 12:26:59.589089+00:00", "lang": "en", "topics": ["artificial-intelligence", "ai-infrastructure", "ai-chips"], "entities": ["Samsung", "Jaejune Kim", "SK Hynix", "Galaxy Tab S12", "Galaxy S26 FE"], "alternates": {"html": "https://wpnews.pro/news/samsung-thinks-the-ram-crisis-will-only-get-worse-next-year", "markdown": "https://wpnews.pro/news/samsung-thinks-the-ram-crisis-will-only-get-worse-next-year.md", "text": "https://wpnews.pro/news/samsung-thinks-the-ram-crisis-will-only-get-worse-next-year.txt", "jsonld": "https://wpnews.pro/news/samsung-thinks-the-ram-crisis-will-only-get-worse-next-year.jsonld"}}