Gleefully counting its billions, Samsung cries warning of a 'severe' memory supply crisis next year
Samsung Electronics reported record profits for Q2 2026, driven by AI data center demand, but warns of a severe memory supply crisis expected to worsen through 2028. Competitor SK hynix also faces scrutiny over HBM4 shipment slowdowns. Both companies are experiencing record profits amidst these supply constraints.
- Entities
- Company: SK Hynix
- Topic: Artificial Intelligence
- Topic: Semiconductors
- Company: Samsung Electronics
- Topic: Memory Supply Crisis
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