The memory crisis could end with overproduction as early as 2028. The Financial Times, citing investor Michael

The memory crisis could end with overproduction as early as 2028.

The Financial Times, citing investor Michael Burry, famous for forecasting the 2008 crisis, reports that the memory shortage may turn out to be temporary and end faster than many expect.

Burry believes that companies are betting too much on the AI ​​boom and have already begun to overestimate future demand.He also said he had taken a short position against Micron shares in anticipation of a possible market decline due to excess production.

Seoul Sungkyunkwan University professor Kwon Seok Chun shares a similar opinion.According to him, memory manufacturers may overestimate the needs of the market: if HBM for AI accelerators is produced under long-term contracts, then mass standards like DDR4 and DDR5 are much more dependent on fluctuations in demand.

As a result, by 2028–2029 the RAM market may face not a shortage, but an excess supply. #game