Samsung Electronics shares jumped 8% in early trading, with peer SK Hynix also rebounding 3%, after the company warned that artificial intelligence demand is exacerbating chip supply shortages through 2028.
The market reaction marks a sharp reversal from recent sessions, where Samsung stock fell nearly 7% despite reporting a record second-quarter operating profit that surged approximately 18-fold year-over-year.
Investors had previously expressed concern over the sustainability of the turnaround, but the new guidance on persistent supply constraints has shifted sentiment toward a bullish outlook for pricing power and capacity utilization.
According to reports from Brecorder, Samsung executives highlighted that the AI boom is driving demand that outstrips current production capabilities, creating a structural shortage that is expected to persist for several years.
This development underscores the intense competition in the high-bandwidth memory (HBM) and advanced logic sectors, where Samsung is vying for market share against SK Hynix and Micron.
The warning of prolonged shortages suggests that the semiconductor industry may face continued capacity constraints, potentially supporting higher margins for leading manufacturers.