Samsung and SK Hynix Warn of Chip Shortage
Written by Ohris M. Greyoon, Blockchain & Crypto Expert
Source: Coinmarketcap
Updated: 2h ago- Chip Supply Tightening: Samsung and SK Hynix have warned that soaring demand for advanced AI chips is severely disrupting semiconductor supply chains for everyday devices like smartphones and PCs, potentially affecting global supply and pricing.
- Market Contraction Warning: Reports from IDC and Counterpoint indicate a projected 2% decline in global smartphone sales by 2026, while the PC market is expected to shrink by 4.9% by year-end, contrasting sharply with earlier growth forecasts.
- Profit Impact: Samsung's mobile business saw a 10% profit decline in Q4 due to chip shortages, while SK Hynix reported a remarkable 137% profit surge in the same quarter, highlighting the dual impact of AI demand on the market.
- Market Share Competition: SK Hynix leads the HBM chip market with a 61% share, while Samsung holds 19%, intensifying competition in AI memory chips as Samsung plans to increase production of AI-related products, potentially further constraining conventional DRAM chip output.
About the author
Ohris M. Greyoon
Ohris M. Greyoon holds a Master’s in Computer Science from MIT and has 10 years of experience in blockchain technology and cryptocurrency markets. A pioneer in decentralized finance (DeFi) analysis, he leads Intellectia’s Crypto News, offering cutting-edge insights into digital assets.
