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RAMageddon Will Only Get Worse in 2027, According to Samsung
Samsung says memory supply is likely to tighten further in 2027 as demand from AI data centres grows. The warning matters for consumers because memory makers are prioritising specialist server products, which could keep pressure on prices and availability for gaming PCs and consoles.
In its third-quarter 2026 results, Samsung’s semiconductor segment reported 147.1 trillion won in revenue and 106.5 trillion won in profit, accounting for 72% of the company’s revenue that quarter. Samsung said it had prioritised HBM4 production for AI data centres and plans to build its memory business around long-term contracts and AI-specific products. The article notes that Samsung is one of three major memory makers, cites a report that 2027 capacity had already been sold, and points to recent console shortages and rising used PS5 Pro prices.
In short
- Samsung expects memory shortages to deepen in 2027.
- AI data centres are driving manufacturers’ priorities.
- Consumer electronics may face continued supply and price pressure.
Steelman: both sides, in good faith
The strongest fair case each way — we don't pick a winner.
The case for
Prioritising AI memory could help meet strong demand from data centres, support investment in advanced production and secure longer-term business for Samsung. Long-term contracts and specialist products may give manufacturers more predictable returns, while consumers could benefit over time if that investment expands overall capacity.
The case against
When manufacturers direct capacity towards higher-margin AI products, supply for gaming PCs and consoles may become tighter and more expensive, especially if production cannot quickly adapt. Critics may argue that the benefits to data-centre operators and suppliers do not justify leaving ordinary buyers with fewer choices and higher prices.
Explained simply
Memory is a core part of computers and consoles: it helps them handle information while games and other programmes are running. Samsung is one of three major companies that make memory chips, alongside suppliers that serve both consumer devices and large data centres.
AI companies are building data centres that need specialist memory to process large amounts of information. Manufacturers can earn more from these products, so their decisions about what to make may affect how much memory is available for gaming PCs and consoles, and at what price. This matters to people buying or upgrading those devices, as well as to companies planning production.
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