Samsung Says Memory Supply Could Stay Tight Until 2028
Samsung’s warning that tight memory supply could persist into 2028 highlights how the AI infrastructure build-out is reshaping the availability and cost of components across the hardware market.
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Memory is the hardware that stores data and instructions for rapid use by computers, phones and other digital systems. It includes volatile memory such as RAM and DRAM, which loses contents without power, and non-volatile storage such as flash memory. Memory capacity, speed, latency and bandwidth shape system performance, especially in AI, graphics and data-intensive workloads.
Samsung’s warning that tight memory supply could persist into 2028 highlights how the AI infrastructure build-out is reshaping the availability and cost of components across the hardware market.
SK hynix is pursuing a 3D DRAM-on-logic architecture for future on-device AI, but this should not be confused with TSMC’s separately reported WMCM packaging approach.
Microsoft says it is reducing Windows 11’s baseline memory use and refining background behaviour, a potentially meaningful change for lower-memory PCs but one whose full impact will depend on wider rollout and independent testing.
Supply-chain reports point to a further rise in AMD Radeon board costs, but a 10% increase in GPU-and-memory bundle pricing would not automatically translate into an identical retail increase.
A review of Microsoft’s 8GB Surface Laptop suggests that the configuration leaves too little memory headroom for reliable everyday multitasking, despite its premium positioning.