Former Samsung memory chief warns supercycle optimism may fade after 2028

DigiTimes reports that Kye-hyun Kyung, now a standing advisor to Samsung, warned against excessive optimism in the memory market. The report frames the comment against current supercycle expectations and forecasts that the upturn could extend toward 2030. The market implication is that memory suppliers and buyers should separate the near-term AI-led strength from longer-cycle risk. If demand normalizes or capacity catches up after 2028, today's tight pricing environment could become less durable than some bullish forecasts suggest.