Samsung Expects 2027 AI Memory Demand to Outstrip Supply
Photo: TokenPost
Samsung expects AI-driven memory demand in 2027 to outstrip industry supply, while directing most of its estimated 2026 capital spending to semiconductors as it prepares capacity for artificial intelligence and high-performance computing. Samsung estimates total capital spending at 84.4 trillion won in 2026, including 76.8 trillion won for its semiconductor division. The company said the plan could change with market conditions. Its memory business expects AI infrastructure spending to reach a record in 2027. Samsung expects demand for AI memory to exceed available industry supply and plans to use multiyear contracts to build a steadier sales base.
Source: TokenPost
