Samsung projects a 2027 capacity crunch across every node below 8nm

Top News · Reported · digitimes.com

Samsung’s contract chipmaking business spent years struggling to fill its factories. Now Samsung says demand will exceed capacity across every node below 8nm by 2027, a reversal from that earlier problem.

Here’s what changed:

• The third-quarter earnings-call forecast covers all nodes below 8nm, not just a single process node.
• Utilization at those nodes is expected to exceed 100%, putting projected demand above available capacity.
• The analysis attributes the projected crunch to demand from Samsung’s own memory unit.

One catch: this is Samsung’s forecast for 2027, not a report that capacity is already exhausted.

Why care? Samsung’s own memory unit is behind the projected capacity crunch, according to the analysis. The forecast concerns all nodes below 8nm.

Sources: digitimes.com