Samsung Says 2026 HBM Supply Sold Out, AI Chip Shortage to Worsen

Samsung announced its high-bandwidth memory (HBM) inventory for next year is fully allocated, signaling a deepening AI chip supply crunch. The statement confirms sustained demand for AI accelerators but leaves uncertainty about capacity expansion timelines. This tightens the supply outlook for AI hardware, supporting pricing power for memory makers.

AI disclosure: Model-written summary of the source, not a verified fact. Check the sources. How Mosaic works