Ex-Samsung Chip Boss Says China's DRAM Blitz Could Crush The 414% DDR5 Price Spike Within A Year

TL;DR AI
2 min readKey summary
A former Samsung chip chief says heavy Chinese memory investment could boost DRAM supply and push DDR5 prices down by late next year.
Kye-hyun Kyung warned that expanding Chinese makers, including CXMT and Jiahe Jinwei, could create a supply glut if AI-related returns disappoint.
The outlook comes as AI demand has driven memory shortages and higher chip prices across the market.
A bigger Chinese supply wave could affect PC makers, chip vendors, and global competition in DRAM and HBM.



