Samsung Set to Benefit From Memory Crunch as Smartphone Market Faces Squeeze: Report

Samsung Set to Benefit from Memory Crunch as Smartphone Market Faces Squeeze: Report

Get latest articles and stories on Business at LatestLY. Samsung Electronics is expected to fare better than other major smartphone makers as rising memory prices squeeze the global handset market, while the same supply shortage is supporting its semiconductor business, The Korea Herald reported, citing a report by Japanese brokerage Mizuho Securities. Business News | Samsung Set to Benefit from Memory Crunch as Smartphone Market Faces Squeeze: …

Samsung, SK Hynix almost run out of memory amid AI hype

The memory market is approaching a danger point: Samsung and SK Hynix share prices have fallen to less than ten days. According to KB Securities, the growing demand for artificial intelligence infrastructure has already created a shortage that may become more severe by 2027. The reason is that capacity is reallocated in favor of HBM. […]

Samsung and SK hynix Memory Inventories Crash Below 10 Days as AI Demand Triggers Historic Shortage, Says Report

Korean memory giants Samsung and SK hynix's memory chip inventories have dropped to as low as ten days, suggests a report from Business Korea. Samsung and SK hynix are at the heart of a historic shortage in the memory chip market as the demand from AI data centers continues to stress their production capacity. The report adds that the memory chip shortage could become worse in 2027 due to the launch of HBM4 products that are more capacity-intens…