Samsung: memory shortages to worsen in 2027 and persist into 2028

Samsung said in its Q3 2026 earnings call that memory shortages will worsen in 2027, with supply constraints continuing into 2028. Its 2027 HBM4 supply is already sold out, and long-term agreements with 10 major customers will cover 60–70% of total capacity.

• Samsung Q3 revenue hit 195.3T KRW (~$146.3B), up 127% year over year
• Operating profit topped 100T KRW for the first time
• 2027 HBM4 supply is sold out; HBM4E mass production set for H1 2027
• Long-term deals with 10 customers to take 60–70% of capacity