Samsung has warned that the global RAM shortage driving up prices across consumer electronics is not only set to continue through 2027 but could intensify further, as demand from AI data centres continues to outpace the memory industry’s ability to supply it.
The warning came directly from Samsung memory chip business executive Kim Jaejune during an earnings call. Jaejune stated that supply falls short of current customer demand, and that the supply-to-demand gap for 2027 is on course to widen further than the gap already seen in 2026, according to a Reuters report.
That trajectory carries direct consequences for consumers across multiple product categories, with the shortage already contributing to price increases on devices spanning smartphones, laptops, and gaming handhelds as manufacturers absorb higher component costs and pass a portion of them on at retail.
The Samsung forecast follows separate reporting earlier in April suggesting that the world’s largest RAM manufacturers may not be able to close the gap between supply and demand until as late as 2030, a timeline that would extend the current squeeze well beyond what most consumers or device makers have been planning around.
Samsung’s own supply situation faces an additional complication beyond the structural demand imbalance, with the company’s labour union having announced a planned 18-day strike starting on May 21, a stoppage that could further constrain output from one of the industry’s most significant memory chip producers at a moment when its capacity is already stretched.
The pressure on memory supply reflects a broader tension between the infrastructure requirements of large-scale AI model training and the component needs of the consumer electronics market, with data centre operators commanding enough purchasing power to absorb premium pricing that pushes availability further out of reach for standard devices.
Building on that, Samsung has not indicated when it expects supply to meet demand, and has not outlined any steps to accelerate output ahead of the projected 2027 shortfall.
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