Samsung warns memory shortage worsens in 2027; relief only arrives in 2028

BenBajarin · x · 2026-10-29

Ben Bajarin cites Samsung's warning that the memory shortage will worsen in 2027, reinforcing his 'Peak Year of Constraint' thesis.

AI demand keeps growing, but the industry can't convert it into shipments because critical manufacturing capacity is still being installed, qualified, and ramped.
He estimates demand sits 115-120% above annual capacity; investments started in 2026 begin contributing in 2027 but most only yield mature output in 2028.
Expect visible growth caps in 2027, then stronger unit growth in 2028-30 as foundry, component, and datacenter capacity come online.

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