'Chinese companies are aggressively expanding their production capacity': Ex-Samsung boss says RAM crisis could be over in a year or so

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The ex-chief of Samsung's semiconductor business has made a more optimistic prediction about the RAM crisisThe memory situation will improve thanks to a surge in RAM production from Chinese companies, and some deflation in the AI bubbleDue to those factors combined, we're told, "There is a possibility that the market will change starting 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? An ex-Samsung exec has stated that this could be a possibility.Wccftech flagged a report from Seoul Economic Daily (via PC Gamer), which quoted Kye-hyun Kyung, who was head of Samsung's semiconductor business until a couple of 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" for making RAM.He then 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." (Bear in mind that this is translated from Korean).The ex-Samsung boss further noted that there was also a chance that the "return on investment for Big Tech" could decrease relative to the capital ploughed into AI, and that this could lead to a weakening of the AI boom. This, combined with the mentioned surge in RAM production in China, could mean a swifter than expected correction in the balance of supply and demand.Or at least swifter than the predictions up until now, in which no one has stuck their neck out to forecast that the RAM crisis could be over before 2028.Analysis: some welcome optimism — but it goes against the grain