Former Samsung executive reveals why the RAM crisis may ease earlier than expected

Could the effects of the RAM crisis be overstated, and is it possible that it may end sooner than expected? Insights from a former Samsung executive suggest that the RAM crisis could ease earlier than many industry experts had predicted.

A report from Seoul Economic Daily, quoting Kyung Kye-hyun — who headed Samsung’s semiconductor business until a couple of years ago — revealed that “Chinese companies are aggressively expanding their production capacity for making RAM.”

He further added, “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.”

Predictions Regarding the AI Boom

The former Samsung executive also noted that there is a possibility that the “return on investment from Big Tech” could decline relative to the massive capital being poured into AI. This, in turn, could weaken the ongoing AI boom. Combined with China’s increasing RAM production, this may lead to a faster-than-expected correction in the balance between supply and demand.

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Prominent chipmakers such as Samsung have already indicated a gloomier outlook for the memory market. According to their projections, the crisis could last at least until 2028 and may even extend to 2030. As a result, the possibility of a recovery beginning as early as next year could come as a surprising development for the industry.