📊Executive Summary

Samsung's CEO, T M Roh, has issued a stark warning regarding an impending memory shortage crisis that will impact all consumer industries, including televisions and home appliances. The forecast indicates that DRAM contract prices could rise over 50% in Q1 2026, prompting suppliers like Samsung and SK Hynix to avoid long-term agreements. The shortage is expected to persist until at least 2027, driven by increasing demand from data centers and AI infrastructure. This situation poses significant procurement challenges as companies may face supply constraints across various sectors....