Samsung forecasts chip shortage to 2028
Analysis based on 11 articles · First reported Jul 30, 2026 · Last updated Jul 30, 2026
Samsung's bullish outlook on chip shortages and long-term supply deals reassure investors about sustained AI demand, but concerns about high spending and competition from China persist. The contrasting performance of Samsung's semiconductor and mobile divisions highlights internal risks from memory pricing volatility.
Samsung Electronics reported a more than 250-fold surge in semiconductor operating profit for Q2 2026, reaching 89.2 trillion won, driven by strong AI memory chip demand. The company expects global chip shortages to worsen in 2027 and persist into 2028. It has signed long-term supply agreements with the top five global data center firms and is nearing deals with five more, covering 60-70% of its long-term capacity. However, rising chip prices caused Samsung's mobile division to post its first quarterly loss of 700 billion won. Samsung shares initially rose 8% but later fell 1.1% amid investor concerns about AI spending sustainability. The company also expects HBM4 revenue to more than triple in Q3 and plans to start operations at its Taylor, Texas fab this year.
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