Samsung says memory chip shortages will worsen and extend into 2028
AI Market Summary
Samsung guided that memory chip shortages may intensify through 2028 and disclosed multi-year supply agreements covering ~60%–70% of capacity with upfront payments and floor prices, improving earnings visibility for its semiconductor unit. The commentary supports expectations for sustained tight HBM/DRAM supply and firmer pricing power. Offsettingly, higher chip costs pressured the mobile division, highlighting group sensitivity to memory cycles and hyperscaler demand durability.
Impact level
● Medium
Affected assets
NCSKSAMSUNG2USD/USDT-0.05%
AI Insight · NCSKSAMSUNG2USD/USDTAI Insight
▲ Bullish
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Samsung Electronics said memory chip shortages are set to intensify and persist through 2028, and said it has signed supply contracts of at least five years with major customers covering 60%–70% of its total capacity, including upfront payments and floor-price terms. In the second quarter of 2023, its semiconductor division reported operating income of 89.2 trillion won ($61.7 billion). Its mobile business posted a 700 billion won quarterly loss, described as its first on record. The development was described as a material positive driver for SAMSUNG stock by the source text.
