1 mei 2026 · 14:43

Samsung 48x Chip Profit Surge & Memory Crunch 2027

Samsung's semiconductor division just posted a 48-fold rise in operating profit, driven almost entirely by AI data centre demand for high-bandwidth memory. The company is also warning that the global memory shortage will deepen through 2027, with hyperscalers already reserving capacity years ahead. In this episode we unpack what this Samsung memory shortage means for European AI infrastructure, sovereign cloud projects and the strategic blind spot in the EU Chips Act.