SK Hynix CEO Sees Memory-Chip Shortages Lasting Beyond 2030
Updated
Updated · Bloomberg · Jul 10
SK Hynix CEO Sees Memory-Chip Shortages Lasting Beyond 2030
3 articles · Updated · Bloomberg · Jul 10
Summary
SK Hynix CEO Kwak Noh-Jung said memory-chip shortages disrupting computers, cars and devices will probably persist beyond 2030.
Long-term supply contracts are already being signed because customers believe the shortage will last, Kwak said in his first English-language interview.
The comments came after SK Hynix completed a record-setting US stock offering on Friday, underscoring investor focus on prolonged tightness in memory supply.
With massive factory investments underway, could today's chip shortage become a major market glut after 2030?
As AI chip shortages drive up costs, will new technology soon become a luxury for the wealthy?
In the global race for chip sovereignty, which nations will ultimately control the future of AI?
High Bandwidth Memory Bottleneck: How AI Demand Is Driving a Prolonged Global Chip Shortage and Reshaping the Tech Industry
Overview
The global memory chip market is facing a severe shortage of High Bandwidth Memory (HBM) as of mid-2026, mainly due to robust demand from the AI sector. HBM production is much more complex and resource-intensive than standard DRAM, and advanced packaging technologies like TSMC's CoWoS are already running at full capacity. This scarcity has caused memory prices to soar, leading to record profits for major manufacturers such as SK Hynix, whose surging product prices have fueled strong financial results. The combination of high demand, production challenges, and packaging bottlenecks points to a prolonged supply crunch and ongoing market volatility.