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SK hynix CEO Says Memory Shortage Will Last Through 2030

What happened

SK hynix CEO Kwak Noh-Jung forecasts the current memory shortage will persist through 2030, driven by AI demand for customized DRAM and HBM. This extends previous supply tightness predictions and suggests a gradual market correction rather than a crash.

Impact and signal

High impactImpact score: 95/100

Affected components and suppliers

DRAMHBMMemory
shortageprice-hikeAI-demand

Source and time

Source: TechPowerUp · 8/30/2026 · View original source

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