The AI Investor(@The_AI_Investor):Kyung Kye-hyun, a standing adviser and former head of Samsung Electronics' Device Solutions division: "Chinese companies are aggressively expanding their production capacity (CAPA)," "The market could shift starting in the second half of next year or the first half of 2028, when memory supply will surge." There is actually nothing new here. The industry widely expected it and priced it in accordingly. The problem is that everyone could still be wrong about AI demand, just as they have been over the past few years.

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The AI Investor@The_AI_Investor

7hours ago

Kyung Kye-hyun, a standing adviser and former head of Samsung Electronics' Device Solutions division: "Chinese companies are aggressively expanding their production capacity (CAPA)," "The market could shift starting in the second half of next year or the first half of 2028, when memory supply will surge." There is actually nothing new here. The industry widely expected it and priced it in accordingly. The problem is that everyone could still be wrong about AI demand, just as they have been over the past few years.