三星预计2027年内存短缺进一步加剧

Samsung said on its Q3 2026 earnings call that the memory market will tighten further in 2027, with AI-driven demand likely to deepen supply shortages compared with 2026. Its semiconductor segment posted 147.1 trillion Korean Won in revenue and 106.5 trillion in profit, 72% of total company revenue, driven by prioritizing HBM4 memory for AI data centers. The report also notes PS5 Pro sold out and used console prices rose to $1,399, while Xbox's CEO said console demand is outstripping supply.