Samsung Warns AI-Driven Memory Shortage Could Last Until 2028
AI需求推动内存紧缺，三星预计将持续至2028年
Samsung says the global shortage of RAM chips is expected to continue through 2027 and may not ease until at least 2028, as demand from the artificial intelligence industry continues to outpace supply.
三星表示，在人工智能快速发展的带动下，全球RAM内存芯片短缺不仅将持续到2027年，而且供应紧张的局面很可能延续至2028年。
During its second-quarter earnings call, the company said leading AI developers are already providing medium- and long-term demand forecasts to Samsung in an effort to secure future memory chip supplies. As one of the world’s largest memory manufacturers, producing about one-third of global output, Samsung is in a strong position to allocate production based on long-term commitments.
在第二季度财报电话会议上，三星透露，多家领先的AI公司为了确保未来能够获得足够的内存芯片供应，已经开始向三星提供中长期需求预测。作为全球最大的内存芯片制造商之一，三星约占全球三分之一的市场供应，因此拥有较强的供货主导权。
The company noted that growing demand allows it to prioritize customers willing to sign multi-year supply agreements. These contracts give Samsung greater confidence to expand production capacity and invest in new equipment without worrying about sudden demand drops, helping reduce the boom-and-bust cycles that have historically affected the memory chip industry.
三星表示，目前市场需求旺盛，公司能够优先向愿意签署多年长期采购合同的客户供货。这些长期订单不仅提高了未来需求的可预测性，也让三星更有信心扩大产能、增加设备投资，同时降低过去内存行业经常出现的供需大起大落风险。
The AI-driven surge in demand has also pushed memory chip prices higher. While this has boosted Samsung’s semiconductor business to record revenue in the second quarter, it has also increased manufacturing costs for its smartphone and television divisions, putting pressure on profits in those businesses.
AI热潮带来的需求增长还推动了内存芯片价格持续上涨。这一趋势让三星半导体业务在第二季度创下历史最高销售额，但与此同时，手机和电视业务也因芯片成本上升而利润受到挤压。
