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Digitimes September 30, 2026 By DIGITIMES negative

Memory shortage pushes TV semiconductors above panel costs

SamsungAI / LLMSemiconductorsMemoryManufacturingSupply ChainData Center
<p class="P1" data-start="2583" data-end="2893">A global memory shortage linked to rising AI infrastructure spending has upended TV manufacturing economics, with semiconductor costs now overtaking display panels in some models. The shift, reported by <em data-start="2786" data-end="2795">ET News</em>, could squeeze profitability at major TV makers including Samsung Electronics and LG Electronics.
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