{"id":1312438,"date":"2026-08-02T09:39:51","date_gmt":"2026-08-02T04:09:51","guid":{"rendered":"https:\/\/trak.in\/stories\/?p=1312438"},"modified":"2026-08-02T09:40:04","modified_gmt":"2026-08-02T04:10:04","slug":"chip-shortage-due-to-ai-can-extend-into-2028-warns-samsung","status":"publish","type":"post","link":"https:\/\/trak.in\/stories\/chip-shortage-due-to-ai-can-extend-into-2028-warns-samsung\/","title":{"rendered":"Chip Shortage Due To AI Can Extend Into 2028, Warns Samsung"},"content":{"rendered":"\n

Samsung Posts Record Quarterly Profit On AI Boom<\/strong><\/p>\n\n\n\n

Samsung Electronics has reported a record-breaking second-quarter performance, driven by soaring demand for artificial intelligence (AI) memory chips. The company posted its highest-ever quarterly operating profit and revenue as cloud providers<\/a> and technology companies continued investing heavily in AI infrastructure.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Despite the strong financial results, Samsung has warned that the global shortage of advanced AI memory chips is expected to persist until at least 2028, highlighting the widening gap between demand and manufacturing capacity. <\/p>\n\n\n\n

AI Demand Is Outpacing Supply<\/strong><\/p>\n\n\n\n

The rapid adoption of generative AI, large language models, and AI-powered cloud services has significantly increased demand for high-bandwidth memory (HBM) chips and other advanced semiconductor products.<\/p>\n\n\n\n

Samsung says customers are placing long-term orders far beyond current production capabilities. Building new semiconductor fabrication plants requires massive investments and several years of construction, making it difficult for manufacturers to expand capacity quickly enough to meet demand. As a result, supply constraints are expected to continue over the next few years. :contentReference[oaicite:1]{index=1}<\/p>\n\n\n\n

Long-Term Supply Agreements To Secure Production<\/strong><\/p>\n\n\n\n

To address the growing demand, Samsung has signed multi-year supply agreements with some of the world’s largest data centre operators and AI companies. These contracts include long-term purchase commitments designed to guarantee chip availability while providing Samsung with greater visibility into future production planning.<\/p>\n\n\n\n

The company believes such agreements will help stabilise supply and strengthen partnerships with major AI infrastructure providers as global competition for advanced memory chips intensifies. <\/p>\n\n\n\n

Strong Results Across The Semiconductor Business<\/strong><\/p>\n\n\n\n

Samsung’s semiconductor division emerged as the primary driver of its record earnings, benefiting from rising prices and unprecedented demand for AI-focused memory products. The company also expects sales of next-generation HBM4 memory chips to accelerate in the coming quarters as AI server deployments continue worldwide.<\/p>\n\n\n\n

However, Samsung noted that higher component costs affected some of its consumer electronics businesses, including smartphones, even as its chip business delivered exceptional growth.<\/p>\n\n\n\n

Samsung’s outlook suggests that the AI revolution is still in its early stages. Continued shortages of advanced memory chips could keep prices elevated while encouraging semiconductor companies to invest aggressively in expanding manufacturing capacity.<\/p>\n\n\n\n

For businesses developing AI products and cloud infrastructure, securing long-term chip supplies may become increasingly important as competition for advanced semiconductors continues to intensify through the rest of the decade.<\/p>\n\n\n\n

Summary<\/strong><\/p>\n\n\n\n

Samsung has reported record second-quarter profits, fuelled by booming demand for AI memory chips, while warning that global shortages of advanced AI semiconductors could continue until 2028. The company is signing long-term supply agreements and expanding production, but demand from AI data centres continues to outpace manufacturing capacity, keeping the global chip market under pressure.<\/p>\n\n\n\n

Image Source<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Samsung Posts Record Quarterly Profit On AI Boom Samsung Electronics has reported a record-breaking second-quarter performance, driven by soaring demand for artificial intelligence (AI) memory chips. The company posted its highest-ever quarterly operating profit and revenue as cloud providers and technology companies continued investing heavily in AI infrastructure. Despite the strong financial results, Samsung has […]<\/p>\n","protected":false},"author":30,"featured_media":1312444,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[21],"tags":[10337,212],"class_list":["post-1312438","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business","tag-chip-shortage","tag-samsung"],"acf":[],"yoast_head":"\nChip Shortage Due To AI Can Extend Into 2028, Warns Samsung - Trak.in - Indian Business of Tech, Mobile & Startups<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/trak.in\/stories\/chip-shortage-due-to-ai-can-extend-into-2028-warns-samsung\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Chip Shortage Due To AI Can Extend Into 2028, Warns Samsung - Trak.in - Indian Business of Tech, Mobile & Startups\" \/>\n<meta property=\"og:description\" content=\"Samsung Posts Record Quarterly Profit On AI Boom Samsung Electronics has reported a record-breaking second-quarter performance, driven by soaring demand for artificial intelligence (AI) memory chips. The company posted its highest-ever quarterly operating profit and revenue as cloud providers and technology companies continued investing heavily in AI infrastructure. Despite the strong financial results, Samsung has […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/trak.in\/stories\/chip-shortage-due-to-ai-can-extend-into-2028-warns-samsung\/\" \/>\n<meta property=\"og:site_name\" content=\"Trak.in - Indian Business of Tech, Mobile & Startups\" \/>\n<meta property=\"article:published_time\" content=\"2026-08-02T04:09:51+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-08-02T04:10:04+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/trak.in\/stories\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-02-at-9.38.18-AM-1024x615.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1024\" \/>\n\t<meta property=\"og:image:height\" content=\"615\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Mohul Ghosh\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Mohul Ghosh\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/trak.in\/stories\/chip-shortage-due-to-ai-can-extend-into-2028-warns-samsung\/\",\"url\":\"https:\/\/trak.in\/stories\/chip-shortage-due-to-ai-can-extend-into-2028-warns-samsung\/\",\"name\":\"Chip Shortage Due To AI Can Extend Into 2028, Warns Samsung - Trak.in - Indian Business of Tech, Mobile & Startups\",\"isPartOf\":{\"@id\":\"https:\/\/trak.in\/stories\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/trak.in\/stories\/chip-shortage-due-to-ai-can-extend-into-2028-warns-samsung\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/trak.in\/stories\/chip-shortage-due-to-ai-can-extend-into-2028-warns-samsung\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/trak.in\/stories\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-02-at-9.38.18-AM.png\",\"datePublished\":\"2026-08-02T04:09:51+00:00\",\"dateModified\":\"2026-08-02T04:10:04+00:00\",\"author\":{\"@id\":\"https:\/\/trak.in\/stories\/#\/schema\/person\/5092a7d2906e3f3c819643435477c2a7\"},\"breadcrumb\":{\"@id\":\"https:\/\/trak.in\/stories\/chip-shortage-due-to-ai-can-extend-into-2028-warns-samsung\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/trak.in\/stories\/chip-shortage-due-to-ai-can-extend-into-2028-warns-samsung\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/trak.in\/stories\/chip-shortage-due-to-ai-can-extend-into-2028-warns-samsung\/#primaryimage\",\"url\":\"https:\/\/trak.in\/stories\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-02-at-9.38.18-AM.png\",\"contentUrl\":\"https:\/\/trak.in\/stories\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-02-at-9.38.18-AM.png\",\"width\":2322,\"height\":1394},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/trak.in\/stories\/chip-shortage-due-to-ai-can-extend-into-2028-warns-samsung\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/trak.in\/stories\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Chip Shortage Due To AI Can Extend Into 2028, Warns Samsung\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/trak.in\/stories\/#website\",\"url\":\"https:\/\/trak.in\/stories\/\",\"name\":\"Trak.in - Indian Business of Tech, Mobile & Startups\",\"description\":\"Trak.in is a popular Indian Business, Technology, Mobile & Startup blog featuring trending News, views and analytical take on Technology, Business, Finance, Telecom, Mobile, startups & Social Media Space\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/trak.in\/stories\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/trak.in\/stories\/#\/schema\/person\/5092a7d2906e3f3c819643435477c2a7\",\"name\":\"Mohul Ghosh\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/trak.in\/stories\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/66c129d83dd3f325a3b550eb1aa16891173ddfc4686361424206cd9a01311c89?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/66c129d83dd3f325a3b550eb1aa16891173ddfc4686361424206cd9a01311c89?s=96&d=mm&r=g\",\"caption\":\"Mohul Ghosh\"},\"url\":\"https:\/\/trak.in\/stories\/author\/mohul-ghosh\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Chip Shortage Due To AI Can Extend Into 2028, Warns Samsung - Trak.in - Indian Business of Tech, Mobile & Startups","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/trak.in\/stories\/chip-shortage-due-to-ai-can-extend-into-2028-warns-samsung\/","og_locale":"en_US","og_type":"article","og_title":"Chip Shortage Due To AI Can Extend Into 2028, Warns Samsung - Trak.in - Indian Business of Tech, Mobile & Startups","og_description":"Samsung Posts Record Quarterly Profit On AI Boom Samsung Electronics has reported a record-breaking second-quarter performance, driven by soaring demand for artificial intelligence (AI) memory chips. The company posted its highest-ever quarterly operating profit and revenue as cloud providers and technology companies continued investing heavily in AI infrastructure. Despite the strong financial results, Samsung has […]","og_url":"https:\/\/trak.in\/stories\/chip-shortage-due-to-ai-can-extend-into-2028-warns-samsung\/","og_site_name":"Trak.in - Indian Business of Tech, Mobile & Startups","article_published_time":"2026-08-02T04:09:51+00:00","article_modified_time":"2026-08-02T04:10:04+00:00","og_image":[{"width":1024,"height":615,"url":"https:\/\/trak.in\/stories\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-02-at-9.38.18-AM-1024x615.png","type":"image\/png"}],"author":"Mohul Ghosh","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Mohul Ghosh","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/trak.in\/stories\/chip-shortage-due-to-ai-can-extend-into-2028-warns-samsung\/","url":"https:\/\/trak.in\/stories\/chip-shortage-due-to-ai-can-extend-into-2028-warns-samsung\/","name":"Chip Shortage Due To AI Can Extend Into 2028, Warns Samsung - Trak.in - Indian Business of Tech, Mobile & Startups","isPartOf":{"@id":"https:\/\/trak.in\/stories\/#website"},"primaryImageOfPage":{"@id":"https:\/\/trak.in\/stories\/chip-shortage-due-to-ai-can-extend-into-2028-warns-samsung\/#primaryimage"},"image":{"@id":"https:\/\/trak.in\/stories\/chip-shortage-due-to-ai-can-extend-into-2028-warns-samsung\/#primaryimage"},"thumbnailUrl":"https:\/\/trak.in\/stories\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-02-at-9.38.18-AM.png","datePublished":"2026-08-02T04:09:51+00:00","dateModified":"2026-08-02T04:10:04+00:00","author":{"@id":"https:\/\/trak.in\/stories\/#\/schema\/person\/5092a7d2906e3f3c819643435477c2a7"},"breadcrumb":{"@id":"https:\/\/trak.in\/stories\/chip-shortage-due-to-ai-can-extend-into-2028-warns-samsung\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/trak.in\/stories\/chip-shortage-due-to-ai-can-extend-into-2028-warns-samsung\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/trak.in\/stories\/chip-shortage-due-to-ai-can-extend-into-2028-warns-samsung\/#primaryimage","url":"https:\/\/trak.in\/stories\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-02-at-9.38.18-AM.png","contentUrl":"https:\/\/trak.in\/stories\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-02-at-9.38.18-AM.png","width":2322,"height":1394},{"@type":"BreadcrumbList","@id":"https:\/\/trak.in\/stories\/chip-shortage-due-to-ai-can-extend-into-2028-warns-samsung\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/trak.in\/stories\/"},{"@type":"ListItem","position":2,"name":"Chip Shortage Due To AI Can Extend Into 2028, Warns Samsung"}]},{"@type":"WebSite","@id":"https:\/\/trak.in\/stories\/#website","url":"https:\/\/trak.in\/stories\/","name":"Trak.in - Indian Business of Tech, Mobile & Startups","description":"Trak.in is a popular Indian Business, Technology, Mobile & Startup blog featuring trending News, views and analytical take on Technology, Business, Finance, Telecom, Mobile, startups & Social Media Space","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/trak.in\/stories\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/trak.in\/stories\/#\/schema\/person\/5092a7d2906e3f3c819643435477c2a7","name":"Mohul Ghosh","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/trak.in\/stories\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/66c129d83dd3f325a3b550eb1aa16891173ddfc4686361424206cd9a01311c89?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/66c129d83dd3f325a3b550eb1aa16891173ddfc4686361424206cd9a01311c89?s=96&d=mm&r=g","caption":"Mohul Ghosh"},"url":"https:\/\/trak.in\/stories\/author\/mohul-ghosh\/"}]}},"jetpack_featured_media_url":"https:\/\/trak.in\/stories\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-02-at-9.38.18-AM.png","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/trak.in\/stories\/wp-json\/wp\/v2\/posts\/1312438","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/trak.in\/stories\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/trak.in\/stories\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/trak.in\/stories\/wp-json\/wp\/v2\/users\/30"}],"replies":[{"embeddable":true,"href":"https:\/\/trak.in\/stories\/wp-json\/wp\/v2\/comments?post=1312438"}],"version-history":[{"count":1,"href":"https:\/\/trak.in\/stories\/wp-json\/wp\/v2\/posts\/1312438\/revisions"}],"predecessor-version":[{"id":1312445,"href":"https:\/\/trak.in\/stories\/wp-json\/wp\/v2\/posts\/1312438\/revisions\/1312445"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/trak.in\/stories\/wp-json\/wp\/v2\/media\/1312444"}],"wp:attachment":[{"href":"https:\/\/trak.in\/stories\/wp-json\/wp\/v2\/media?parent=1312438"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/trak.in\/stories\/wp-json\/wp\/v2\/categories?post=1312438"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/trak.in\/stories\/wp-json\/wp\/v2\/tags?post=1312438"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}