{"id":26222,"date":"2026-05-01T18:16:20","date_gmt":"2026-05-01T09:16:20","guid":{"rendered":"https:\/\/aireviewirush.com\/?p=26222"},"modified":"2026-05-01T18:16:20","modified_gmt":"2026-05-01T09:16:20","slug":"samsung-chip-earnings-soar-amid-the-tech-worlds-ram-shortages","status":"publish","type":"post","link":"https:\/\/aireviewirush.com\/?p=26222","title":{"rendered":"Samsung Chip Earnings Soar Amid the Tech World&#8217;s RAM Shortages"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div id=\"\">\n<p class=\"u-speakableText-p1\">The world&#8217;s largest semiconductor-maker is reaping the rewards of a <a href=\"https:\/\/www.cnet.com\/tech\/computing\/ram-shortage-and-higher-laptop-prices-not-expected-to-end-this-year-or-next\/\" target=\"_self\" rel=\"noopener\">international reminiscence chip scarcity<\/a> pushed by AI demand so rapacious that it is making everybody else depressing.<\/p>\n<p><!----><\/p>\n<p class=\"u-speakableText-p2\"><a href=\"https:\/\/news.samsung.com\/global\/samsung-electronics-announces-first-quarter-2026-results\" rel=\"noopener nofollow\" target=\"_blank\" title=\"(opens in a new window)\" class=\"c-regularLink\">Samsung mentioned in its newest earnings report<\/a> that it noticed report earnings, up nearly 500% from the identical interval final 12 months, to $31.72 billion. The determine was boosted by an almost 50-fold enhance in income from its chip enterprise.\u00a0<\/p>\n<p>The corporate has offered out all of its reminiscence manufacturing capability for the remainder of this 12 months and says that shortages, that are driving up costs of every little thing from <span section=\"shortcodeLink\"><a href=\"https:\/\/www.cnet.com\/tech\/computing\/memory-shortage-strikes-again-rising-microsoft-surface-prices\/\" rel=\"noopener\" class=\"c-shortcodeLink c-shortcodeLink-active\" target=\"_blank\"><span>laptops<\/span><\/a><\/span> to <span section=\"shortcodeLink\"><a href=\"https:\/\/www.cnet.com\/tech\/mobile\/smartphone-prices-are-still-going-up-here-are-3-ways-to-get-around-that\/\" rel=\"noopener\" class=\"c-shortcodeLink c-shortcodeLink-active\" target=\"_blank\"><span>smartphones<\/span><\/a><\/span> to <span section=\"shortcodeLink\"><a href=\"https:\/\/www.cnet.com\/tech\/computing\/external-storage-products-sold-out-or-increasing-in-price-on-apple-website\/\" rel=\"noopener\" class=\"c-shortcodeLink c-shortcodeLink-active\" target=\"_blank\"><span>exterior storage units<\/span><\/a><\/span> to\u00a0<span section=\"shortcodeLink\"><a href=\"https:\/\/www.cnet.com\/tech\/gaming\/playstation-prices-increasing-next-week-prepare-for-900-for-a-ps5-pro\/\" rel=\"noopener\" class=\"c-shortcodeLink c-shortcodeLink-active\" target=\"_blank\"><span>gaming consoles<\/span><\/a><\/span>,\u00a0<a href=\"https:\/\/www.theverge.com\/tech\/921190\/samsung-ram-shortage-getting-worse-2027#link={%22role%22:%22standard%22,%22href%22:%22https:\/\/www.theverge.com\/tech\/921190\/samsung-ram-shortage-getting-worse-2027%22,%22target%22:%22_blank%22,%22absolute%22:%22%22,%22linkText%22:%22going to get worse in 2027%22}\" target=\"_blank\" rel=\"noopener nofollow\" title=\"(opens in a new window)\" class=\"c-regularLink\">will<\/a><a href=\"https:\/\/www.theverge.com\/tech\/921190\/samsung-ram-shortage-getting-worse-2027\" target=\"_blank\" rel=\"noopener nofollow\" title=\"(opens in a new window)\" class=\"c-regularLink\">\u00a0worsen in 2027<\/a>. That, in all chance, will proceed to extend costs for tech units and start affecting the procuring conduct of thousands and thousands of customers.<\/p>\n<p>In an investor name for its earnings report, one of many firm&#8217;s reminiscence chip executives, Kim Jaejune, mentioned, &#8220;Primarily based solely on the demand at present obtained for 2027, the supply-to-demand hole for 2027 is ready to widen even additional than \u2060in 2026.&#8221;<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_53 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\" role=\"button\"><label for=\"item-69f4a6e16db27\" ><span class=\"\"><span style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/label><input aria-label=\"Toggle\" aria-label=\"item-69f4a6e16db27\"  type=\"checkbox\" id=\"item-69f4a6e16db27\"><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/aireviewirush.com\/?p=26222\/#Lengthy-term_reminiscence_loss\" title=\"Lengthy-term reminiscence loss\">Lengthy-term reminiscence loss<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/aireviewirush.com\/?p=26222\/#Maintain_that_improve%E2%80%A6\" title=\"Maintain that improve&#8230;\">Maintain that improve&#8230;<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Lengthy-term_reminiscence_loss\"><\/span>Lengthy-term reminiscence loss<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Reminiscence costs started growing considerably final 12 months as a <span section=\"shortcodeLink\"><a href=\"https:\/\/www.cnet.com\/home\/energy-and-utilities\/the-ai-data-center-boom-is-driving-up-electricity-costs-research-shows\/\" rel=\"noopener\" class=\"c-shortcodeLink c-shortcodeLink-active\" target=\"_blank\"><span>growth in information facilities<\/span><\/a><\/span>\u00a0supporting AI firms wolfed up huge provides of reminiscence used to energy the {hardware} that processes all their information. That, in flip, led to international shortages and worth spikes which can be nonetheless being felt and that &#8212; in keeping with Samsung &#8212; will not ease up anytime quickly.<\/p>\n<p>Samsung is attempting to maintain up with demand from firms, together with Nvidia, even because it competes with those self same firms, that are additionally producing their very own semiconductors. Apple, Microsoft and Alphabet are among the many <a href=\"https:\/\/www.wsj.com\/tech\/ai-has-made-memory-chips-one-of-the-worlds-most-profitable-products-b062b5ba\" rel=\"noopener nofollow\" target=\"_blank\" title=\"(opens in a new window)\" class=\"c-regularLink\">world&#8217;s high <\/a>reminiscence makers, however they&#8217;re additionally prospects of Samsung and might&#8217;t produce the quantity of reminiscence required to satisfy their rising wants themselves.<\/p>\n<p>What the corporate&#8217;s chip executives are saying a few extended reminiscence scarcity aligns with what analysts, different firms and chip-production capability information already verify, mentioned Quandary Peak Analysis govt vp and former Samsung govt <a href=\"https:\/\/quandarypeak.com\/software-experts\/mahdi-eslamimehr\/\" rel=\"noopener nofollow\" target=\"_blank\" title=\"(opens in a new window)\" class=\"c-regularLink\">Mahdi Eslamimehr<\/a>.\u00a0<\/p>\n<p>&#8220;New fab capability stays years away, and current strains are being reallocated to HBM (excessive bandwidth reminiscence) and enterprise DDR5, structurally squeezing commodity provide,&#8221; Eslamimehr mentioned.<\/p>\n<p>Samsung&#8217;s earnings, he added, &#8220;mirror a real AI-driven supercycle slightly than a fleeting spike.&#8221;<\/p>\n<p>To make issues worse, he mentioned, Samsung has binding, multi-year contracts with a few of its prospects that assist safe its moneymaking, but in addition depart little or no flexibility for non-AI reminiscence manufacturing.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Maintain_that_improve%E2%80%A6\"><\/span>Maintain that improve&#8230;<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>In the meantime, for folks shopping for tech merchandise, telephones and PCs will proceed to get extra expensive with no reduction in sight. That, in flip, means folks might maintain on to their units longer earlier than changing them, delay new purchases, and go for lower-cost, much less highly effective expertise in the event that they&#8217;re price-sensitive.<\/p>\n<p>&#8220;Whereas Samsung and its AI prospects thrive, on a regular basis customers pays extra for telephones, laptops, SSDs and gaming {hardware}, with the ache most acute within the funds and midrange segments that drive quantity,&#8221; Eslamimehr mentioned.<\/p>\n<\/div>\n<p><script type=\"text\/javascript\">\n      (function() {\n        window.zdconsent = window.zdconsent || {run:[],cmd:[],useractioncomplete:[],analytics:[],functional:[],social:[]};\n        window.zdconsent.cmd = window.zdconsent.cmd || [];\n        window.zdconsent.cmd.push(function() {\n          !function(f,b,e,v,n,t,s)\n          {if(f.fbq)return;n=f.fbq=function(){n.callMethod?\n          n.callMethod.apply(n,arguments):n.queue.push(arguments)};\n          if(!f._fbq)f._fbq=n;n.push=n;n.loaded=!0;n.version='2.0';\n          n.queue=[];t=b.createElement(e);t.async=!0;\n          t.src=v;s=b.getElementsByTagName(e)[0];\n          s.parentNode.insertBefore(t,s)}(window, document,'script',\n          'https:\/\/connect.facebook.net\/en_US\/fbevents.js');\n          fbq('set', 'autoConfig', false, '789754228632403');\n          fbq('init', '789754228632403');\n        });\n      })();\n    <\/script><br \/>\n<br \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The world&#8217;s largest semiconductor-maker is reaping the rewards of a international reminiscence chip scarcity pushed by AI demand so rapacious that it is making everybody else depressing. Samsung mentioned in its newest earnings report that it noticed report earnings, up nearly 500% from the identical interval final 12 months, to $31.72 billion. The determine was [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":26224,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[23],"tags":[],"class_list":{"0":"post-26222","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-mobile"},"_links":{"self":[{"href":"https:\/\/aireviewirush.com\/index.php?rest_route=\/wp\/v2\/posts\/26222","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/aireviewirush.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/aireviewirush.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/aireviewirush.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/aireviewirush.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=26222"}],"version-history":[{"count":1,"href":"https:\/\/aireviewirush.com\/index.php?rest_route=\/wp\/v2\/posts\/26222\/revisions"}],"predecessor-version":[{"id":26223,"href":"https:\/\/aireviewirush.com\/index.php?rest_route=\/wp\/v2\/posts\/26222\/revisions\/26223"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/aireviewirush.com\/index.php?rest_route=\/wp\/v2\/media\/26224"}],"wp:attachment":[{"href":"https:\/\/aireviewirush.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=26222"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/aireviewirush.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=26222"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/aireviewirush.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=26222"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}