Samsung Electronics executive Kyung Kye-hyun predicts the global memory chip shortage may conclude by the second half of 2027. He attributes this potential resolution to a significant expansion in Chinese manufacturing capacity for memory components.
Kyung Kye-hyun cites rising Chinese manufacturing capacity as the primary driver for resolving the global shortage and stabilizing prices.
The expected increase in production from China could flood the market with additional chips, which would alleviate current shortages and stabilize pricing for consumers. This surge in supply represents a major shift in the semiconductor industry landscape.
Kyung also theorized that artificial intelligence companies might slow their demand for hardware upgrades if they fail to achieve positive returns on investment. A lack of profitability could reduce the pressure on memory chip manufacturers from the AI sector.
Some analysts forecast a potential downturn in memory prices and demand after 2028, though this depends on numerous moving factors including AI adoption rates. The long-term market trajectory remains uncertain amid these competing forces.
Source: TweakTown
