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Samsung, SK Hynix warn of squeezed chip supplies for PCs, phones due to AI boom
['Heekyong Yang', 'Hyunjoo Jin', 'Thu', 'January At Am Gmt', 'Min Read']
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"Due to a recent surge in memory chip prices, PC and mobile customers are adjusting purchase volumes," SK Hynix said in its earnings conference call.
"Some customers are taking a more conservative approach to shipment plans or considering adjusting (memory chip) specification in their price-sensitive product ranges."
Samsung, the world's second-largest smartphone maker, is also bracing for the impact of the chip shortage, with its mobile business profit slumping 10% in the fourth quarter.
Cho Seong, a Samsung mobile business executive, warned of a "challenging year" in 2026, expecting flat global smartphone shipments this year and risks of downward adjustment due to memory chip prices.
Investors will look for comments from its bigger smartphone rival Apple on how it aims to navigate a global memory chip crunch, as it reports quarterly results later on Thursday.