Samsung says memory chip shortages will worsen and extend into 2028
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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.
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⚠️ AI سے تیار کردہ تجزیاتی سمجھ خبروں کے مواد پر مبنی ہے اور صرف معلوماتی مقاصد کے لیے فراہم کی گئی ہے۔ یہ سرمایہ کاری کا مشورہ نہیں ہے اور نہ ہی BingX کے خیالات کی نمائندگی کرتی ہے۔ سرمایہ کاری میں رسک شامل ہے۔ براہ کرم ذمہ داری سے ٹریڈ کریں۔
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.
