SK Hynix warns memory shortage could peak in 2027 and last until 2030
The Neuron ● Covered by 2 sources
SK Hynix CEO Kwak Noh-jung forecast that memory chip shortages will peak in 2027 and persist until 2030, driven by high demand for AI accelerators that require advanced manufacturing. The company raised $26.5 billion in a U.S. IPO and expects demand to exceed supply capacity through 2030. If accurate, prolonged shortages would keep memory prices elevated, though the company has financial incentives to overstate the severity of supply constraints.
Why it matters
SK Hynix warned that the memory shortage could be worst in 2027 and last until 2030, keeping the hardware crunch at the center of AI economics as high-bandwidth memory becomes increasingly critical for AI model performance.
