Memory prices set to fall by 2028 as supply surges globally
Memory prices may soon drop after years of high costs. Kyung-Hyeon Kye, the former head of Samsung Electronics’ semiconductor division, expects a decline by late 2027 or early 2028. This shift could bring relief to consumers building PCs and other devices. Kye’s forecast comes as global memory production ramps up. Chinese firms are rapidly expanding their capacity, flooding the market with more supply. At the same time, major manufacturers outside China are also boosting output.
The surge in production could push prices back to normal levels within a year or more. However, Kye warns of a potential downturn after 2028. If Big Tech cuts back on AI investments, demand for memory might shrink sharply. This would disrupt the balance between supply and demand, leading to further price drops.
Kye also urged Korea to prepare for a 'post-super boom' period in the memory sector. The industry’s growth may slow once the current expansion phase ends. Without careful planning, the country could face challenges in maintaining its market position. Lower memory prices would make PC builds more affordable for buyers. The market shift depends on how quickly supply grows and whether AI spending remains strong. For now, consumers and manufacturers are watching closely as production increases and costs adjust.
