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Samsung expects the global memory chip shortage crisis to persist until 2028, driven by increasing demand fueled by the growth of artificial intelligence technologies. The company announced that the demand for DRAM and NAND chips used in data centers has significantly boosted its profits in the second quarter. However, this has also led to higher manufacturing costs and increased prices for consumer products, which are dampening demand. Samsung is seeking to secure long-term production through multi-year contracts, as establishing memory chip factories takes several years. Additionally, the widespread adoption of AI agents is expected to lead to increased consumption of tokens and greater demand for computing chips in the coming period.
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