Samsung Electronics has signed contracts with global top 5 data center customers and is in final-stage negotiations with five major AI-related clients. The company forecasts storage chip shortages will intensify in 2027 as hyperscalers expand AI infrastructure investment, driving continued growth in HBM, SSD, and server demand.

Samsung Electronics has signed contracts with global top 5 data center customers and is in final-stage negotiations with five major AI-related clients. The company forecasts storage chip shortages will intensify in 2027 as hyperscalers expand AI infrastructure investment, driving continued growth in HBM, SSD, and server demand.

Direct evidence of sustained hyperscaler capex commitment and HBM/memory supply constraints extending into 2027; Samsung's allocation to top 5 hyperscalers confirms capacity deal momentum.