Overview
- Samsung, in Thursday’s earnings call, said demand for DRAM and other memory will exceed its supply by an even wider margin in 2027.
- Executives reported very tight inventory and a record‑low rate of filling customer orders, underscoring how little near‑term stock is available.
- Customers worried about access to chips are already reserving supply for 2027, which pulls future demand forward and leaves fewer unspoken‑for units.
- Samsung said average selling prices jumped about 90% quarter over quarter for DRAM and about 80% for NAND, a surge that is lifting device costs for consumers.
- A planned 18‑day Samsung labor union strike starting May 21 could further constrain output if no deal is reached.