Samsung Electronics says it expects global semiconductor shortages to become more acute and persist into 2028. The company announces multi-year supply arrangements with major data centre operators, positioning the deals as long-term commitments to help secure chip demand and manage supply constraints.
Samsung also reports a sharp rise in chip profitability, describing “more than a 250-fold” increase in chip profit. The company’s outlook links continued production and supply planning to the broader industry shortage cycle, indicating that demand pressures and limited availability are not expected to ease soon.
The reports consistently frame Samsung’s communications as both an update on market conditions and a strategy to lock in customers for the coming years. By emphasizing extended shortage timelines and long-term supply agreements, Samsung signals that the semiconductor supply environment remains tight and that planning horizons for customers and producers continue to stretch further into the future.
