SK Hynix says memory shortages to persist until 2030
The chipmaker said 14 long-term buyers will take more than half its output in 2027 and 2028 as AI demand keeps rising.
- On Wednesday, The Korean memory-maker Hynix reported record quarterly revenue of $78.1 billion, up 328 percent year-over-year, with operating profit reaching $62.8 billion, a 486 percent increase driven by AI demand.
- The Korean company attributes this growth to a "virtuous cycle" where AI-driven productivity gains drive infrastructure investment, expanding the buyer base to include "general enterprises" and nations building sovereign infrastructure.
- Hynix secured 14 long-term deals covering more than half its output through 2027 and 2028, using "a mechanism that reflects market conditions within a price range agreed upon with customers."
- Chief financial officer Kim Woo-hyun warned that shipment volumes for PCs and mobile devices will likely decrease as memory price increases create cost burdens, even as demand exceeds supply through 2030.
- Investors sent the share price up three percent, as Hynix plans to prioritize Increasing HBM4 production and LPDDR5 SOCAMM sales to sustain the AI-driven boom through coming years.
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Apple memory supplier expects price increases through at least 2030
Key Apple memory supplier SK Hynix has warned that RAM and flash memory shortages are likely to last through at least 2030, keeping product prices high. Apple is believed to be one of 14 customers who have locked in priority orders, but the contract does not protect against price increases related to the balance of supply and demand … more…
(Seoul = Yonhap News) Reporters Cho Seong-heum and Kang Tae-woo = SK Hynix announced on the 28th, "Over the next three years until 2029, the company's DRAM and High Bandwidth Memory (HBM) volumes are effectively..."
SK Hynix projected that the memory supply shortage resulting from expanded investment in artificial intelligence (AI) infrastructure will persist until 2030. During its Q3 2026 earnings conference call on the 28th, SK Hynix stated, "The pace of memory supply growth is failing to keep up with the pace of demand growth, making it difficult to meet customer volume requirements in the short term." The company cited the technical difficulty of advanc…
Bad news for computer and smartphone manufacturers. According to SK Hynix, the demand for memory is expected to continue to exceed production capacity until 2030. This is due to massive investments in artificial intelligence, which captures much of the available industrial resources.
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