NuAxiSemiconductor trade intelligence
Memory shortage to last 4-5 years says SK boss
What happened
SK Group Chairman forecasts a 4-5 year memory shortage due to a >20% wafer supply deficit driven by HBM demand, with conventional DRAM prices already up 3-4x in three months. SK Hynix, holding 57% of the HBM market, plans to announce measures to stabilize DRAM pricing. Bullish: Prolonged structural supply constraint signals sustained price pressure across memory segments.
Impact and signal
High impactImpact score: 88/100
Affected components and suppliers
shortageprice-hikecapacity-constraint
Source and time
Source: Electronics Weekly · 3/16/2026 · View original source
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