💾 Samsung Warns AI Data Center Demand Will Prolong Memory Chip Shortage Until 2028 1. Samsung Electronics has warned that the global memory chip shortage driven by AI data center demand is expected to persist until 2028. 2. The South Korean tech giant adjusted its timeline amid an unprecedented surge in orders from hyperscalers desperate to build out artificial intelligence infrastructure. 3. The prolonged crunch threatens to significantly elevate component costs and impact the pricing and availability of consumer devices across the tech industry. Bobbi thinks: This revised forecast explains why companies like Apple and Amazon are aggressively stockpiling inventory, as securing memory components has become just as critical as securing Nvidia GPUs. Subscribe to The Magnificent 7 on Bobbi for supporting links, newsletter, and podcast.
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