Samsung and SK hynix warn AI-driven memory shortages could last until 2027 and beyond, as HBM demand explodes — customers already reserving supply years ahead, while the wider DRAM market begins to tighten

Samsung DRAM.

In Samsung’s full earnings report released on April 30, 2026, the company’s memory chief Kim Jaejune warned that “significant shortages” across memory products are expected to continue through at least 2027. According to the company, demand fulfillment rates have fallen to record lows as customers rush to secure future supply, SCMP reports. The warning closely mirrors comments made by “rival” SK Hynix during its earnings call just a week earlier.

Together with US-based Micron Technology, Samsung and SK hynix control well over 90% of the global DRAM market. When two of the world’s three biggest memory suppliers simultaneously warn of multi-year shortages, it wouldn’t be too out of place to worry.