The Anatomy of the Current RAM Shortage The semiconductor market has entered a phase that analysts are informally calling “RAMaggedon.” Samsung, which manufactures roughly one‑third of the world’s DRAM, announced on its July 2026 Q2 earnings call that the shortage will intensify throughout 2027 and persist at least until 2028. Key data points from the call: - All‑time high sales in Samsung’s semiconductor unit, driven almost entirely by AI‑focused customers. - Profit compression in the smartphone and TV divisions because higher DRAM prices raise bill‑of‑materials (BOM) costs. -...
Read the full breakdown originally published at https://ltdeveloperblogs.github.io/posts/samsung-expects-memory-shortage-to-worsen-through-2027-and-last-until-2028/
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