The surge in artificial intelligence (AI) has led to an increased demand for hardware capable of processing these tasks, particularly AI accelerators that require substantial memory (RAM). This demand has caused memory chip prices to soar, benefiting major manufacturers like Micron, Samsung, and SK Hynix with increased revenue and profits. However, Chinese memory chip manufacturers are reportedly planning to significantly boost production by the second half of 2027. According to Samsung’s former DS Division head and current advisor, Kyung Kye-Hyun, this increase in supply could cause memory chip prices to plummet between late 2027 and early 2028. He also warned that if returns on investment for major tech companies decline relative to their capital investments, it might lead to reduced investment in the sector.
Is the memory chip market headed for a crash by 2028?
