Overview
- Samsung co-CEO TM Roh told Reuters that no company is immune to the shortage and said price impacts on smartphones, TVs and home appliances are likely.
- Shares of Samsung, SK Hynix and Micron rose after the warning, with TrendForce reporting some DRAM and NAND prices have more than doubled since early 2025.
- IDC says Lenovo, Dell, HP, Acer and Asus have informed clients of 15–20% price hikes and contract resets, while smaller vendors and DIY builders face the toughest conditions.
- Industry reports indicate HBM production for 2026 is largely committed to AI customers, reinforcing expectations of tight supply that could extend into 2027.
- Apple and Samsung are better positioned by cash reserves and long-term supply deals, though flagship phones may see slower memory spec increases as suppliers favor short-term agreements.