Samsung Electronics' chief financial officer has signaled that the global shortage of memory chips is set to worsen in 2027, driven by sustained demand from artificial intelligence applications.
The outlook suggests that the current supply constraints, which have already begun to impact consumer electronics pricing, are unlikely to ease in the near term.
The warning comes as the semiconductor industry grapples with a structural imbalance between surging AI-related demand and limited production capacity for dynamic random-access memory (DRAM) and NAND flash.
Industry observers have dubbed the tightening market "RAMaggedon," reflecting the severity of the crunch.
The shortage is not only affecting data centers but is also rippling through the consumer electronics supply chain, contributing to higher prices for end-users.
This development adds a new layer of complexity to the broader macroeconomic picture.