China's rapid chipmaking expansion threatens AI memory chip boom, Samsung adviser warns
The rapid expansion of Chinese chipmakers poses a significant threat to the memory chip market, particularly for South Korean firms like Samsung. An executive adviser from Samsung warned that the AI-driven demand for memory chips may decline by 2028 due to increased competition and reduced spending from global tech companies. Additionally, a potential labor strike at Samsung could further impact memory supply and pricing.
- ▪Chinese chipmakers are planning to increase production capacity significantly over the next three years.
- ▪Samsung's adviser expressed concerns that Chinese firms could capture up to 13 percent of the memory chip market.
- ▪A potential labor strike at Samsung could disrupt global NAND and DRAM supply by 2 to 4 percent.
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People visit SEMICON China, a trade fair for semiconductor technology, in Shanghai, March 25. Reuters-YonhapThe AI-driven "super cycle" in memory chips may lose momentum by 2028 as Chinese chipmakers aggressively expand production and global tech firms curb spending, a Samsung Electronics executive adviser said."South Korea's memory chip industry is performing very strongly this year and some forecasts suggest conditions could improve further next year," adviser Kyung Kye-hyun said at a forum hosted by the National Academy of Engineering of Korea.
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