u/anotherloserhere ·
Reddit — r/wallstreetbets
· August 04, 2026 at 03:18
· ⬆ 167 pts
· 💬 94 comments
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Summary
Samsung’s memory exec predicts RAM supply constraints could last through 2028, with 2027 conditions worsening.
Author argues this sets up a prolonged memory shortage, rising prices, and a bull case for memory semiconductor stocks.
Uses Samsung earnings call comments and Deloitte capex data; more industry-signal DD than full financial model, but grounded in real supply-chain fundamentals.
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Samsung's latest report suggests the RAM crisis is only just getting started — could we be looking at a new normal?
Tldr; RAM shortages expected to worsen next year and 2028. More capacity not expected until 2029, and even then it is only a small amount
\- The ongoing RAM crisis is projected to continue through 2028.
\- Samsung says memory shortages are expected to worsen in 2027.
\- Deloitte reports the big three RAM manufacturers are anticipated to have a combined capital expenditure that will nearly quadruple between 2024 and 2027
Samsung's memory chip executive vice president, Jaejune Kim, said to investors in the latest earnings call: "We believe it will be unlikely to see any increase in incremental supply through 2028. The supply constraints are expected to become even more severe in 2027."
Expect price increases to potentially go into 2028.
Memory stonks 🚀🚀🚀
Samsung says no incremental memory supply through 2028 and expects shortages to worsen in 2027. AI infrastructure spending is massive, but memory capacity can’t expand fast enough, giving MU pricing power and margin upside. Long Micron as the most direct US-listed memory/HBM play on a multi-year supply shortage. Market already expects the shortage, stock may sell off on “good news,” macro slowdown could cut AI capex, or capacity additions arrive earlier than guided.
This Reddit post, published August 04, 2026,
features u/anotherloserhere
discussing MU.
1 trade idea extracted by AI with direction and confidence scoring.