Khe-Hyun Kyung, a senior advisor at Samsung and former head of its Device Solutions division, forecasts that the ramp-up of Chinese DRAM production could lead to a significant drop in RAM prices by late 2027 or early 2028. Speaking at the 285th NAEK Forum in Korea, Kyung emphasized that Korea, which holds nearly 70% of the global DRAM market, must adapt to the changing landscape. He advocates for a pivot towards fabless system semiconductors and the development of sovereign AI technologies, as competing with both the U.S. and China in hardware and software is increasingly challenging. Kyung predicts that Chinese production capacity could reach six million wafers per month by H2 2027, potentially easing the ongoing DRAM shortage that has severely affected the PC market and smaller consumer electronics companies. While the timeline for Chinese RAM entering the U.S. market remains uncertain, the increased global supply could benefit consumers significantly. Earlier projections suggested the DRAM crisis might extend until 2030 or 2035, making a price reduction by 2028 a notable achievement for consumers and businesses alike.