Former Samsung executive Khe-Hyun Kyung predicts that Chinese DRAM production capacity could reach six million wafers per month by the second half of 2027.
DRAM output expansion threatens global RAM pricing stability
This surge in manufacturing output is projected to drop global RAM prices starting around H2 2027 or early 2028.
Korea currently holds nearly seventy percent of the DRAM market, prompting Kyung's suggestion for Korea to pivot toward fabless system semiconductors and sovereign AI.
The current DRAM supply is dominated by three companies: SK Hynix and Samsung in Korea, and Micron in the United States.
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