Former Samsung boss predicts the memory crisis could be over in the second half of next year thanks to a 'surge' in Chinese capacity
The former president of Samsung Electronics' semiconductor division predicts that the memory crisis may end in the second half of next year due to increased manufacturing capacity in China. Kyung-Hyeon Kye noted that while supply is set to surge, demand could decline after 2028 if the AI industry does not generate sufficient returns. This situation could lead to a significant oversupply of memory chips in the market.
- ▪Kyung-Hyeon Kye predicts a surge in memory supply starting in the second half of 2027 or early 2028.
- ▪Chinese companies are aggressively expanding their production capacity for memory chips.
- ▪There is a possibility of reduced investment in memory manufacturing if the AI industry's returns do not meet expectations.
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Hardware Memory Former Samsung boss predicts the memory crisis could be over in the second half of next year thanks to a 'surge' in Chinese capacity News By Jeremy Laird published 19 May 2026 The memory crisis could be followed by the mother of all memory gluts. When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works. (Image credit: G.Skill) Copy link Facebook X Whatsapp Reddit Pinterest Flipboard Email Share this article 0 Join the conversation Follow us Add us as a preferred source on Google Newsletter Subscribe to our newsletter Is this the news we've all been waiting for? An end to the memory crisis? Possibly.
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