Samsung Expects Chip Supply Tightness to Last Until 2028

연합뉴스-Yonhap News Agency

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(Seoul = Yonhap News) Reporters Park Cho-rong and Kang Tae-woo = Samsung Electronics is currently negotiating long-term supply agreements (LTAs) for memory semiconductors with 10 additional companies, and high value-added products...

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During its Q3 2026 earnings conference call on the 29th, Samsung Electronics projected that supply shortages would persist until 2028, driven by surging memory demand resulting from expanded investment in AI infrastructure and the proliferation of personal AI agents. Samsung Electronics stated, “Even if capital expenditures (CAPEX) increase significantly in 2027, there will be limits to production growth in 2028 due to rising new factory constru…

asiae.co.kr

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