During its Q2 2026 earnings call, Samsung said demand is still running far ahead of supply and that orders it cannot fulfil this year are likely to spill into the next. The company now expects the shortage to persist through 2028, extending its earlier warning by another year. “Based on the incoming requests that we have been seeing from the customers, unmet demand from this year is likely to carry over into the following year, contributing to tighter supply conditions going forward. The...
