Samsung has just released a message that many users have been waiting for for a long time: the moment when the memory of our PCs will once again have reasonable prices is beginning to be seen on the horizon and that key point points directly to 2029.
Samsung recognizes that the memory shortage is going to last a long time
In its second quarter earnings conference, Samsung was very clear with analysts that the memory chip shortage is not only not going to be solved quickly but is going to get worse in the coming years. The semiconductor division has skyrocketed its profits more than 250 times compared to 2025, driven by the brutal demand for memory for artificial intelligence and data centers, which also explains the enthusiasm of investors.
Jaejune Kim executive vice president of the memory business left a message that no PC user wanted to hear the supply shortage will continue in 2026 and 2027 and 2028 will continue to be marked by a strong imbalance between supply and demand. Translated into everyday life this means that expanding the computer's RAM or mounting a large SSD will continue to be much more expensive than what we were used to before the memory crisis.
Behind this panorama is the new protagonist of the technology industry, AI and its data centers that devour high-bandwidth HBM memory in quantities never seen before. The chips that previously supplied laptops and desktops with relative ease are now distributed with priority to servers and model training farms, leaving the consumer market fighting for the crumbs.
The track that leads to 2029 and at more normal prices
The really interesting part of Samsung's intervention is not a product launch date but the duration and weight of its new supply contracts. The company has signed long-term agreements with the world's five largest data center companies with a minimum duration of five years covering 60 to 70 percent of its total memory manufacturing capacity.
If those contracts have now been closed and begin to be applied in this investment cycle it means that the majority of Samsung's factories will remain committed to the cloud giants for approximately five years. Memory that could relieve the consumer market and lower prices for PC modules and SSDs will not begin to be released significantly until that period ends.
Although Samsung never literally pronounces the figure 2029 as the year of salvation for PC users, the reading of these agreements allows us to point precisely to that horizon. When those contracts begin to expire and the new Samsung SK hynix and Micron plants come into full operation, total capacity could finally begin to match demand and open the door to price normalization. That is the reason why many analysts are already marking 2029 in red on the memory calendar although the company prefers to maintain the deadlines in more general terms.
What 2029 means for your next PC
Here comes the part that really interests us, we are not talking about a specific day in which memories will cost what they used to, but rather about a period in which prices will stop moving like a roller coaster. Samsung warns that standardization is not synonymous with a collapse to pre-crisis levels because AI will continue to require gigantic amounts of HBM memory and that keeps demand structurally high.
What we can expect is a scenario in which
In other words, 2029 could mark the beginning of the end of inflation caused by AI data centers in the consumer memory market. It will not be a return to the past but it will be a new balance in which storage and RAM are no longer the piece that chokes any budget.
Until then, Samsung's implicit message is clear: it is advisable to be strategic with memory purchases and not expect sustained big bargains in 2026, 2027 and even 2028. The true structural discounts will come when the combination of new factory contracts that expire and less runaway demand for AI allows supply to breathe.
For the average user, this translates into something very simple. If you are thinking about renewing a PC or building a new one, point to 2029 as the year in which the memory market should begin to behave more reasonably. It's not your typical event or product launch date, it's a quiet milestone in the technology economy that could decide how much we pay for each gigabyte over the next decade.
