NuAxiSemiconductor trade intelligence
SK Group chairman says memory chip shortage will last until 2030 — wafer supply trails demand by 20%
What happened
SK Group Chairman forecasts memory chip shortage to persist until 2030, with wafer supply lagging demand by over 20%. The shortfall is driven by AI data center demand and a production shift towards HBM, causing steep price increases in conventional DRAM. Bullish: Persistent structural supply deficit for DRAM/HBM supports continued price pressure.
Impact and signal
High impactImpact score: 90/100
Affected components and suppliers
shortageprice-hikecapacity-constraint
Source and time
Source: Tom's Hardware · 3/18/2026 · View original source
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