{"id":19788,"date":"2026-04-30T09:27:18","date_gmt":"2026-04-30T09:27:18","guid":{"rendered":"https:\/\/jobuzo.com\/en\/samsung-sk-hynix-flag-record-supply-squeeze-in-memory-market-as-ai-demand-soars\/"},"modified":"2026-04-30T09:27:18","modified_gmt":"2026-04-30T09:27:18","slug":"samsung-sk-hynix-flag-record-supply-squeeze-in-memory-market-as-ai-demand-soars","status":"publish","type":"post","link":"https:\/\/jobuzo.com\/en\/samsung-sk-hynix-flag-record-supply-squeeze-in-memory-market-as-ai-demand-soars\/","title":{"rendered":"Samsung, SK Hynix flag record supply squeeze in memory market as AI demand soars"},"content":{"rendered":"
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Samsung Electronics and SK Hynix, South Korea’s two memory chip giants<\/span>, are warning of a prolonged and severe global supply crunch, weeks after the two companies disclosed increased investments in their China wafer fabs<\/span> to meet surging artificial intelligence demand.<\/div>\n

During Samsung’s first-quarter earnings call on Thursday, the company said its order fulfilment rate had plunged to a “record low”. In a rare move, customers worried about shortages were already pre-booking memory capacity for 2027, according to company executives.<\/p>\n

Available supply was far short of customer demand, executives said, adding that production-ready capacity for the next-generation high bandwidth memory – the HBM4 – was fully booked.<\/p>\n

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The two South Korean chipmakers remain the largest beneficiaries of the memory supercycle. Explosive AI demand, especially from the rapid adoption of AI agents<\/span>, has pushed Samsung’s earnings to record levels. Quarterly revenue jumped 69 per cent year on year to 133.9 trillion won (US$90.25 billion), while operating profit surged nearly eightfold to 57.2 trillion won.<\/div>\n
Samsung’s warning of supply-demand imbalance echoes similar concerns from rival SK Hynix, which released its own record-breaking first-quarter results last week. Revenue soared nearly 200 per cent year on year to 52.6 trillion won, driven by structural demand for advanced memory chips<\/span>.<\/div>\n
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SK Hynix’s first-quarter revenue soared nearly 200 per cent year on year. Photo: AP<\/figcaption><\/figure>\n<\/div>\n<\/div>\n

Demand from major customers was increasing across the board – including HBM, dynamic random access memory and enterprise solid-state drives – while suppliers struggled to increase output, said Kim Woo-hyun, chief financial officer of SK Hynix, at the earnings call. He added that the current rising price cycle was expected to last longer than past industry cycles.<\/p>\n<\/div>\n

Samsung, SK Hynix flag record supply squeeze in memory market as AI demand soars<\/sub><\/p>\n","protected":false},"excerpt":{"rendered":"

Samsung Electronics and SK Hynix, South Korea’s two memory chip giants, are warning of a prolonged and severe global supply crunch, weeks after the two companies disclosed increased investments in their China wafer fabs to meet surging artificial intelligence demand. During Samsung’s first-quarter earnings call on Thursday, the company said its order fulfilment rate had…<\/p>\n

Read More “Samsung, SK Hynix flag record supply squeeze in memory market as AI demand soars”<\/span> »<\/a><\/p>\n","protected":false},"author":1,"featured_media":19789,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-19788","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news"],"_links":{"self":[{"href":"https:\/\/jobuzo.com\/en\/wp-json\/wp\/v2\/posts\/19788","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jobuzo.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/jobuzo.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/jobuzo.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/jobuzo.com\/en\/wp-json\/wp\/v2\/comments?post=19788"}],"version-history":[{"count":0,"href":"https:\/\/jobuzo.com\/en\/wp-json\/wp\/v2\/posts\/19788\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/jobuzo.com\/en\/wp-json\/wp\/v2\/media\/19789"}],"wp:attachment":[{"href":"https:\/\/jobuzo.com\/en\/wp-json\/wp\/v2\/media?parent=19788"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/jobuzo.com\/en\/wp-json\/wp\/v2\/categories?post=19788"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/jobuzo.com\/en\/wp-json\/wp\/v2\/tags?post=19788"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}