Former Samsung boss predicts the memory crisis could be over in the second half of next year thanks to a ‘surge’ in Chinese capacity
A former executive of Samsung Electronics’ semiconductor division has predicted an end to the ongoing memory shortage, citing aggressive capacity expansion by Chinese manufacturers. Speaking at the National Academy of Engineering in Seoul, Kyung-Hyeon Kye stated that memory prices could begin declining in the second half of 2027 or early 2028 as Chinese companies surge their production output.
Kye’s remarks suggest that what has been a prolonged supply constraint could transition into oversupply, potentially creating a “memory glut” as manufacturers ramp up production. Chinese semiconductor companies have been investing heavily in memory chip manufacturing capacity, positioning themselves as major players in the global market.
The memory crisis has affected the tech industry broadly, impacting the availability and pricing of RAM and storage components across consumer electronics, including gaming hardware and PCs. The prediction of increased Chinese capacity coming online within the next 18 months offers potential relief to consumers and manufacturers alike who have dealt with elevated component costs.