Samsung's latest report suggests the RAM crisis is only just getting started — could we be looking at a new normal?
Tldr; RAM shortages expected to worsen next year and 2028. More capacity not expected until 2029, and even then it is only a small amount
\- The ongoing RAM crisis is projected to continue through 2028.
\- Samsung says memory shortages are expected to worsen in 2027.
\- Deloitte reports the big three RAM manufacturers are anticipated to have a combined capital expenditure that will nearly quadruple between 2024 and 2027
Samsung's memory chip executive vice president, Jaejune Kim, said to investors in the latest earnings call: "We believe it will be unlikely to see any increase in incremental supply through 2028. The supply constraints are expected to become even more severe in 2027."
Expect price increases to potentially go into 2028.
Memory stonks 🚀🚀🚀
