Former Samsung DS head Kye‑hyun Kyung predicts memory chip prices will peak and fall in the second half of 2027, driven by massive capacity expansion from China’s memory industry. While current prices are soaring – DDR5 prices in Germany have jumped 414% since July 2025 – the supply landscape will change significantly as new fabs come online.

Kyung forecasts global memory wafer capacity will reach 6 million units per month by H2 2027, reversing today’s shortages. PC brands like Apple and Dell are already stockpiling to hedge against further price hikes.

He also warned that if AI capital expenditure returns decline, the pace of expansion could slow. South Korea should strengthen its fabless design capabilities to maintain its edge amid US‑China semiconductor competition.

ICgoodFind: China’s memory ramp will likely cool the red‑hot chip market by late 2027 – expect a shift from persistent price hikes to rational fluctuation.