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RAM Crisis: Ex-Samsung Exec Sees Early End
21 May
Summary
- Chinese companies are aggressively increasing RAM production capacity.
- AI investment returns may decrease, potentially cooling the AI boom.
- Market may shift in late 2027 or early 2028 due to memory supply.
A former head of Samsung's semiconductor business has offered a more optimistic outlook on the ongoing RAM crisis. Kye-hyun Kyung suggests that a significant increase in RAM production capacity by Chinese companies, coupled with a potential cooling of the AI investment bubble, could lead to a market turnaround.
Kyung predicts that the memory market might begin to change as early as the second half of 2027 or in the first half of 2028. This forecast is based on the expected surge in memory supply. He also pointed out that the high capital investment in AI may yield diminishing returns for major tech firms, possibly slowing the AI boom.
While this perspective offers a glimmer of hope for a quicker resolution to high RAM prices, it contrasts with the more conservative forecasts from major memory chip manufacturers. These companies have generally predicted the crisis lasting until at least 2028, with some anticipating it could extend to 2030.
