SK Hynix CEO: 2027 Will Bring Worst Memory Shortage In Industry History
Kwak Noh-jung said buyers are locking in long-term contracts as AI demand keeps memory supply tight beyond 2030.
- On Friday, SK Hynix Chief Executive Kwak Noh-jung declared 2027 will bring the industry's most severe memory supply crunch ever, predicting demand will exceed supply capacity 'even beyond 2030' as the company makes its Nasdaq debut.
- Surging AI infrastructure demand has consumed most available DRAM supply, with the race for high-bandwidth memory draining capacity from automotive, personal computer, and mobile phone makers competing for limited chips.
- Customer behavior underscores the shortage: buyers are locking in long-term agreements because they anticipate tight supplies through the next decade, while SK Hynix posted record $31 billion profit for 2025 with stock rising 13.3% Friday.
- Major manufacturers including Apple, HP, Dell, and Lenovo have already announced significant price hikes, while Nothing CEO Carl Pei advised consumers to buy electronics now, saying the best time to purchase a smartphone was 'yesterday.'
- Not all analysts share Kwak's pessimism; Bloomberg Intelligence's Shuli Ren argued the shortage likely peaked in Q2 2026, though Micron CEO Sanjay Mehrotra expects constraints through 2027 as SK Hynix raises $26.5 billion for new fabrication plants.
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18 Articles
SK Hynix predicts memory crunch will peak in 2027 and continue through 2030
Speaking with the publication, Noh-Jung said SK Hynix is doing their best to solve the problem but acknowledged it'll be an uphill battle. "Our customer demand continues to go up, while our capacity has limitations," he said. With no slowdown excepted on the AI front anytime soon, demand for memory...Read Entire Article
Global Market: SK Hynix warns of historic memory chip shortage by 2027 as AI demand soars
SK Hynix anticipates a severe global memory chip shortage extending beyond 2030. Accelerating artificial intelligence infrastructure demand fuels this projected supply constraint. The company is exploring new fabrication facilities in regions like the United States. South Korea plans significant domestic memory chip production expansion over five years. Record profits highlight SK Hynix's strong leadership in the AI memory market.
The memory crisis, which started again some time ago, continues to deepen. According to the opinion of the SK Hynix CEO regarding the memory crisis, the problem will reach its worst point in 2027.
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