Overview
- Samsung, which reported results Thursday, said demand from AI data centers will push the supply gap wider in 2027.
- SK hynix gave a similar outlook last week, signaling tight supply from the trio that makes most DRAM when paired with Micron.
- Customers are locking in orders years ahead, and Samsung said fulfillment rates have fallen to record lows.
- Samsung and SK hynix are boosting spending on new plants and advanced packaging, yet new lines will take years to reach full output.
- A Samsung union plans an 18‑day strike starting May 21, which could further squeeze chip supply if talks fall through.