Samsung Raises Spending to 60% After AI Chips Sell Out
Samsung said 10 long-term supply deals and strong AI demand are pushing it to prioritize HBM production, while consumer RAM shortages are expected to deepen.
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10 Articles
Samsung's Memory Business Is Thriving, but the RAM Crisis Is Only Going to Get Worse in 2027
The entirety of 2026 has been defined by an ongoing RAM crisis, causing price increases on everything from the PS5 to the Steam Machine. And, according to Samsung's latest earnings report, it's only going to get worse over the next year.
Samsung raises spending to 60% after AI chips sell out
Samsung Electronics Co plans to increase spending more than 60 percent this year after selling out of high-end chips for next year, yet its stock fell after the company failed to outline plans to share ballooning profits.The world’s largest maker of memory chips expects capital expenditure to jump t
Samsung Electronics announced during its Q3 2026 earnings conference call on the 29th that HBM4 revenue in the third quarter increased more than threefold compared to the previous quarter, and the proportion of HBM4 in total HBM revenue expanded to approximately 60%. Samsung Electronics explained that it has already achieved its goal of securing a market share in the HBM market equivalent to that of the overall DRAM market. HBM supply volume for…
If you thought that the RAM crisis that is making all your favorite devices increasingly expensive could not get more serious, you were in the wrong. In the most recent presentation of financial results, Samsung warned that the situation will be worse in 2027 and that the consequences will continue to be felt in 2028. [...] Continue reading: Samsung warns: the RAM crisis is one step away from becoming much worse.
If you're planning a new phone, laptop, or SSD, you can breathe a sigh of relief that you don't have to just yet. Samsung just said that memory will get worse before the market improves.
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