Kye-hyun Kyung, the former head of Samsung’s semiconductor division, has offered an optimistic outlook on the ongoing RAM crisis, suggesting that conditions may improve by late 2027 or early 2028. Kyung cited an increase in RAM production capacity from Chinese manufacturers and potential deflation in the artificial intelligence sector as contributing factors to this forecast.
During a keynote address at the National Academy of Engineering of Korea, Kyung stated, “There is a possibility that the market will change starting from the second half of next year or the first half of 2028, when memory supply surges.” This marks a significant shift from previous predictions that anticipated the RAM crisis would continue into at least 2028 or potentially even 2030.
Kyung also indicated that diminishing returns for Big Tech investments relative to capital injected in AI could further impact the RAM market. He noted that these dynamics might accelerate the correction of the supply-demand imbalance for RAM. Despite the positive perspective, major memory chipmakers, including Samsung, have been warning about the prolonged nature of the RAM crisis.
The comments reflect a noteworthy divergence from the prevailing sentiment among industry leaders, who have largely maintained a pessimistic view of the RAM market’s immediate future. As the RAM crisis persists, the implications of increased production and changing investment dynamics in the AI sector remain closely monitored.
Kyung’s forecast, while more optimistic, comes amid ongoing concerns from analysts regarding the sustainability of the current AI boom and the overall health of the memory market.
