Samsung Executive Warns RAM Supply Shortages Will Last Into 2028
A Samsung executive warned that tight RAM supply conditions are expected to persist into 2028, and added that the company's 2027 supply of HBM RAM is already completely sold out.
ticker005930.KScompanySamsung
The tape
1 quote
“A Samsung executive said that they expect, quote, tight supply conditions to last into 2028, and that its 2027 supply of HBM RAM is already sold out.”
David Pierce
Heard on The Vergecast — “The touchscreen MacBook Apple said it wouldn't make”, published Thursday, October 29, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.