www.mediafax.ro/economic/samsung-avertizeaza-ca-de

Samsung warns of worsening AI chip shortages by 2027 due to demand exceeding production capacity. The company has already contracted its entire HBM memory supply for next year. In Q3 2026, Samsung reported an operational profit of 107.4 trillion won, largely driven by semiconductor demand for AI data centers. The market is expected to remain tight until 2028, with significant investments needed for new factories. Samsung's stock fell 6.2% as investors reacted to cautious forecasts compared to rivals. The company plans to start production at its Texas facility for Tesla chips and aims for long-term supply contracts covering 60-70% of production capacity by 2030.