China’s rapid chipmaking expansion threatens AI memory chip boom, Samsung adviser warns

China’s rapid chipmaking expansion threatens AI memory chip boom, Samsung adviser warnsRising Chinese output and shifting investment patterns may weigh on the Semiconductor Sector’s outlook, Samsung adviser says2-MIN READ2-MIN0ListenPublished: 5:30pm, 19 May 2026The AI-driven “super cycle” in Memory Chips may lose momentum by 2028 as Chinese chipmakers aggressively expand production and global tech firms curb spending, a Samsung Electronics executive adviser said.“South Korea’s memory chip industry is performing very strongly this year and some forecasts suggest conditions could improve further next year,” adviser Kyung Kye-hyun said at a forum hosted by the National Academy of Engineering of Korea. “But caution is needed for 2027, particularly 2028.”Kyung, who led Samsung’s semiconductor business from December 2021 to May 2024, identified the rapid expansion of Chinese chipmakers’ manufacturing capacity as a major challenge for South Korean chipmakers.Select VoiceSelect Speed0.8x0.9x1.0x1.1x1.2x1.5x1.75x00:0000:001.00x