Samsung hikes spending as AI chip shortage deepens and 2027 capacity sells out
Samsung Electronics is substantially raising capital spending as surging artificial intelligence demand lifts memory prices, warning that chip shortages are set to worsen while its high-bandwidth memory capacity is sold out through 2027.
Samsung Electronics is significantly stepping up capital spending in response to intense demand for artificial intelligence infrastructure that has driven memory prices higher. According to a Bloomberg report, the company expects capital expenditures to climb roughly 60% to around $63 billion in 2026 after selling out of high-end chips. Bloomberg also noted that Samsung has secured 10 long-term supply deals with key customers, with high-bandwidth memory capacity sold out through 2027. Crypto Briefing separately reported that Samsung raised its 2026 chip capital expenditure to ₩76.8 trillion.[5][4][7][3][1]
Despite the aggressive spending plan, Samsung sees the AI chip shortage worsening, Reuters reported. The company also kept investors waiting without announcing a decision on shareholder returns, while Bloomberg reported that profit in its chip division missed lofty investor expectations.[6][5]
The ongoing memory squeeze is also reverberating across the broader tech and gaming hardware sector. According to IGN, which cited Samsung's latest earnings report, the memory crisis that has pushed up prices for hardware like the PlayStation 5 and the Steam Machine throughout 2026 is projected to worsen over the coming year.[2]
Key facts
- Samsung expects capital expenditure to increase around 60% to approximately $63 billion in 2026, according to Bloomberg.
- Samsung's high-bandwidth memory capacity is fully sold out through 2027, with 10 long-term supply deals secured.
- Crypto Briefing reported that Samsung raised its planned 2026 chip capital expenditure to ₩76.8 trillion.
- Reuters reported that Samsung expects the AI chip shortage to worsen and held off on announcing shareholder returns.
- Samsung's chip division profit missed investor expectations despite rising memory prices, according to Bloomberg.
- IGN reported that Samsung's earnings forecast worsening memory shortages over the next year following price hikes on consumer devices like the PS5 and Steam Machine.
Sources · 7 sources
- AG
AGTP@AGTPinsightsPost on X ·
BREAKING: Samsung is raising its spending after its AI chips sold out for 2027. https://t.co/AAPwvogDq7
Open source - IG
IGN@IGNPost on X ·
The entirety of 2026 has been defined by an ongoing RAM crisis, causing price increases on everything from the PS5 to the Steam Machine. And, according to Samsung's latest earnings report, it's only going to get worse over the next year. https://t.co/ySWA2imTlY https://t.co/55SP9EMBC2
Open source - CB
Crypto BriefingArticle ·
Samsung raises 2026 chip capex to ₩76.8 trillion as AI memory demand surges Samsung's increased chip investment highlights the critical role of AI in driving semiconductor demand, potentially reshaping global tech dynamics. The post Samsung raises 2026 chip capex to ₩76.8 trillion as AI memory demand surges appeared first on Crypto Briefing .
Open source - TE
TechmemeArticle ·
Samsung expects capex to rise ~60% to ~$63B in 2026, with HBM capacity sold out through 2027 and 10 long-term supply deals secured with key customers (Bloomberg) Bloomberg : Samsung expects capex to rise ~60% to ~$63B in 2026, with HBM capacity sold out through 2027 and 10 long-term supply deals secured with key customers — Samsung Electronics Co. plans to hike spending more than 60% this year after selling out of high-end chips for 2027 …
Open source - BL
Bloomberg@businessPost on X ·
Samsung hiked its spending plans after relentless demand for AI infrastructure drove memory prices higher, though its chip division’s profit missed lofty investor expectations. https://t.co/6Z6HFJrnFv
Open source - RE
Reuters@ReutersPost on X ·
Samsung sees AI chip shortage worsening, keeps investors in suspense on returns https://t.co/g2wC2znhhu
Open source - TE
Techmeme@TechmemePost on X ·
Samsung expects capex to rise ~60% to ~$63B this year, with HBM capacity sold out through 2027 and 10 long-term supply deals secured with key customers (Bloomberg) (Visit Techmeme dot com for the link and full context!)
Open source