SK Hynix has said that the memory chip shortage will continue through 2030, and that capacity is basically already fully booked.
$SKHynix This statement is pretty significant—it means this memory crunch isn’t just a short-term phenomenon.
What I’m more interested in is how the industry allocates supply going forward: the pace of capacity expansion, how much capacity goes to HBM, and how traditional DRAM and NAND are divided up. These are the things that really affect prices.
$SKHynix This statement is pretty significant—it means this memory crunch isn’t just a short-term phenomenon.
What I’m more interested in is how the industry allocates supply going forward: the pace of capacity expansion, how much capacity goes to HBM, and how traditional DRAM and NAND are divided up. These are the things that really affect prices.