A Samsung executive adviser warns that China's rapid expansion in chip manufacturing could slow down the AI-driven memory chip boom by 2028. Global tech firms are also expected to curb spending, contributing to the potential market shift.

The 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...