“A difficult year for phones and screens.” Samsung warns of a severe shortage of memory chips
Samsung has warned of the worsening Memory chips this year, due to huge demand from the artificial intelligence sector, which creates headwinds for its other products such as smartphones and displays.
Samsung co-CEO T.M. Roh described in an interview with "Reuters"The severe shortage of memory chips "Unprecedented"He added that he does not rule out raising prices.Smartphones and screens belonging to the company "A year full of challenges" It faces cost pressures due to rising memory prices.
Kim Jae-jun, CEO of the memory chip business at Samsung: "The widespread shortage of memory products is expected to continue for the time being"noting that the expansion in supply will be limited during the years 2026 and 2027, with strong demand for chips to serve data centers and artificial intelligence activities.
Son In-joon, an analyst at Heungkook Securities, said: "Memory price increases are expected to accelerate this quarter, likely resulting in a windfall, while the memory cost burden will increase on the mobile business.".
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