Samsung Warns HBM Is Sold Out as Memory Shortage Hits Consumer Devices

Samsung indicated its high-bandwidth memory (HBM) capacity for next year is already sold out, while Micron and SK Hynix executives warn shortages could stretch into 2028–2030.

AI servers are absorbing manufacturing capacity that previously fed commodity DRAM for laptops and phones. Reports also say Samsung is cutting budget Galaxy A production as rising memory costs crush margins.

For buyers, cheaper RAM is not coming soon — and device pricing may keep climbing even without flagship chip upgrades.