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SK hynix CEO Says Memory Shortage Will Last Through 2030

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SK hynix CEO Says Memory Shortage Will Last Through 2030
Key Takeaway

SK hynix CEO Kwak Noh-Jung expects the memory shortage to persist through 2030, with no sharp price crash in sight. Speaking at the groundbreaking of a new Indiana packaging facility, he noted that AI demand has shifted memory from commodity to customized products, making supply swings less abrupt. This extends the company's previous forecast of tight DRAM supply through 2028.

AI Summary & Analysis
SK hynix CEO Kwak Noh-Jung predicts the current memory shortage will last through 2030, citing AI-driven demand for customized DRAM and HBM.
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#dram#hbm#ram#sk-hynix

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