SK hynix Expects Tight Memory Supply to Persist Through 2030

SK hynix CEO Kwak Noh-Jung expects the current memory shortage to continue through the end of 2030, according to a report citing Reuters. He argues that customized DRAM and HBM for AI systems make demand more predictable and less exposed to the abrupt oversupply cycles that previously caused price crashes. The statement extends the company's earlier expectation of tight commodity DRAM supply through 2028.