We might be just a year away from the RAM crisis if this ex-Samsung executive is right

The former head of Samsung’s semiconductor business has made a more optimistic prediction about the RAM crisis
The memory situation will improve thanks to an increase in RAM production from Chinese companies and some deflation in the AI bubble
Due to these factors combined, we are told, “There is a possibility that the market will change from the second half of next year or the first half of 2028.”

Could the RAM crisis be over sooner than you thought – and maybe even in not much more than a year? A former Samsung executive has stated that this could be a possibility.

Wccftech reported a report from the Seoul Economic Daily (via PC Gamer ), which cited Kye-hyun Kyung, who was head of Samsung’s semiconductor business until a few years ago.

In a keynote at the National Academy of Engineering of Korea in Seoul, Kyung observed that “Chinese companies are aggressively expanding their production capacity” to make RAM.

Analysis: a certain happy optimism – but it goes right against the head

A young teenager is playing a PC game and celebrating a victory.

(Image credit: Getty Images)

Granted, Kyung has only indicated that we may see the beginning of the end (as it were) of soaring RAM prices come the second half of 2027, but that’s still a more optimistic line of thinking than we’ve seen before. And I’ll take that feeling, definitely.

I’m not convinced that the currently booming AI industry will start to take a nosedive anytime soon, but the observation that the amount of money being thrown at AI far outweighs any profits made is a fair point.

Other feedback we’ve received this month about the RAM crisis has been decidedly more somber. Indeed, we’ve seen warnings of one kind or another from all three major memory chip makers – including Samsung – predicting that the crisis will last until at least 2028, and in one case possibly until 2030. And they should be in a pretty good position to know that.

So for now, talking about a recovery starting in a little over a year feels like looking through rather rose-colored glasses, but I’m happy to entertain the thought – and to hope that other more positive forecasts may be imminent.