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[News] SK hynix Showcases AI Memory at GTC; Chairman Warns Wafer Shortage May Last Until 2030

What happened

SK hynix Chairman warns global wafer shortage may persist until 2030, with a potential supply gap exceeding 20%. Driven by AI demand outpacing supply, capacity expansion takes 4-5 years. Bullish for memory pricing.

Impact and signal

High impactImpact score: 98/100

Affected components and suppliers

WaferDRAM HBM

SK hynix

shortagesupply-gap2030AI-demand

Source and time

Source: TrendForce · 3/16/2026 · View original source

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SK hynix CEO Says Memory Shortage Will Last Through 2030TechPowerUp · 8/30/2026
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Samsung and SK hynix warn AI-driven memory shortages could last until 2027 and beyond, as HBM demand explodes — customers already reserving supply years ahead, while the wider DRAM market begins to tightenTom's Hardware · 4/30/2026
[News] Nanya Tech: DRAM Up Month by Month in 1Q, Sharp 2Q Jump Ahead, Shortage Through 2028TrendForce · 3/4/2026
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[News] SK hynix Showcases AI Memory at GTC; Chairman Warns Wafer Shortage May Last Until 2030

What happened

Impact and signal

Affected components and suppliers

Source and time

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