Samsung Warns of Potential Price Hikes Due to RAM Shortage
In a surprising shift in tone, Samsung has hinted that the ongoing global RAM shortage could lead to significant price hikes for its products. According to Wonjin Lee, the company's global marketing leader, the semiconductor supply chain is facing unprecedented challenges due to the increasing demand for high-bandwidth memory from AI data centers.
"The issue around semiconductor supplies and their impact on everyone," Lee stated in an interview at CES 2026. "Prices are going up even as we speak. We don't want to pass this burden on to our consumers, but we will have to consider repricing our products."
The shortage of RAM is a direct result of the growing demand for high-speed memory from AI-driven applications. Memory manufacturers have adjusted their production priorities to meet this demand, leading to a ripple effect that affects even low-bandwidth RAM used in vehicles.
Experts like Sanchit Vir Gogia, CEO of Greyhound Research, underscored the significance of memory in AI workloads. "AI workloads are built around memory," he said in an interview with NPR last year. "AI has changed the nature of demand itself. Training and inference systems require large, persistent memory footprints, extreme bandwidth, and tight proximity to compute."
While it remains unclear whether an AI bubble is about to burst, companies have already begun reaping the benefits of this technology. However, for consumers and workers, the results so far have been limited, with many bearing the brunt of the short-term costs.
With Samsung now warning of potential price hikes due to the RAM shortage, it appears that the company is taking steps to mitigate the impact on its customers. As the global semiconductor supply chain continues to face challenges, it will be interesting to see how this issue unfolds in the coming months and years.
In a surprising shift in tone, Samsung has hinted that the ongoing global RAM shortage could lead to significant price hikes for its products. According to Wonjin Lee, the company's global marketing leader, the semiconductor supply chain is facing unprecedented challenges due to the increasing demand for high-bandwidth memory from AI data centers.
"The issue around semiconductor supplies and their impact on everyone," Lee stated in an interview at CES 2026. "Prices are going up even as we speak. We don't want to pass this burden on to our consumers, but we will have to consider repricing our products."
The shortage of RAM is a direct result of the growing demand for high-speed memory from AI-driven applications. Memory manufacturers have adjusted their production priorities to meet this demand, leading to a ripple effect that affects even low-bandwidth RAM used in vehicles.
Experts like Sanchit Vir Gogia, CEO of Greyhound Research, underscored the significance of memory in AI workloads. "AI workloads are built around memory," he said in an interview with NPR last year. "AI has changed the nature of demand itself. Training and inference systems require large, persistent memory footprints, extreme bandwidth, and tight proximity to compute."
While it remains unclear whether an AI bubble is about to burst, companies have already begun reaping the benefits of this technology. However, for consumers and workers, the results so far have been limited, with many bearing the brunt of the short-term costs.
With Samsung now warning of potential price hikes due to the RAM shortage, it appears that the company is taking steps to mitigate the impact on its customers. As the global semiconductor supply chain continues to face challenges, it will be interesting to see how this issue unfolds in the coming months and years.