Ex-Samsung executive Khe-Hyun Kyung predicts that Chinese DRAM production capacity could reach six million wafers per month by the second half of 2027. This forecast suggests that domestic manufacturing in China might end global memory shortages within a similar timeframe. The projection focuses on scaling up fabrication output rather than introducing new product specifications.
Ex-Samsung executive predicts massive capacity expansion will resolve global memory constraints within two years
Korea currently holds nearly seventy percent of the global DRAM market share. The industry relies heavily on major manufacturers including SK Hynix, Samsung, and Micron to address current supply constraints. Kyung notes that South Korean firms face significant challenges competing against both the United States and China in hardware and software sectors simultaneously.
The analyst advises that Korean companies must seriously consider how to deploy artificial intelligence technologies to maintain their position. This strategic shift involves pivoting toward fabless semiconductor models and developing sovereign AI capabilities as traditional manufacturing dominance faces pressure from emerging competitors.
Uncertainty remains regarding whether Chinese-manufactured RAM will receive approval for the United States market in the near future. Regulatory pathways for domestic memory chips entering American supply chains have not been clarified by officials or industry stakeholders.
Source: Ex, NotebookCheck
