Samsung forecasts chip shortage until 2028 and signs long-term contracts - Українські Національні Новини (УНН)

Samsung Electronics has forecasted that global chip shortages will persist until 2028, highlighting the severe challenges facing the semiconductor industry. The company has begun signing long-term con... Read original →

Samsung's forecast of chip shortages until 2028 underscores deep structural fragility in the global semiconductor supply chain. Technologically, surging demand from AI, 5G, and IoT is overwhelming production capacity, especially at advanced nodes, intensifying bottlenecks in upstream EUV equipment and critical materials. From a compliance perspective, geopolitical tensions are fragmenting supply chains, prompting companies to secure long-term contracts to mitigate disruption risks. Competitors like TSMC and Intel are ramping up investments to gain market share, yet short-term supply-demand imbalances persist. Looking ahead 12–24 months, chip prices are likely to remain elevated, driving industry consolidation. Leading firms will pursue vertical integration and technology synergy to strengthen positions, while mid-tier foundries face mounting pressure.