Samsung Electronics expects memory chip shortages to last for 18 months, executive vice president Jaejune Kim said shortages in 2027 could be worse than this year and will continue into 2028.
To mitigate this, Kim said Samsung has signed five-year supply agreements with the world’s five largest data centre operators, covering 60% to 70% of its capacity.
Kim declined to name them, but said the contracts would run for at least five years, and would include upfront payments and floor pricing.