The Register · Simon Sharwood ·

SK Hynix expects memory shortages to persist through at least 2030; the company has long-term deals with 14 major buyers for 50%+ of its output in 2027 and 2028

Korean memory-maker SK Hynix has predicted memory shortages will persist until at least the year 2030 and says that will help …

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SK Hynix expects memory shortages to persist through at least 2030; the company has long-term deals with 14 major buyers for 50%+ of its output in 2027 and 2028

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The Register — SK Hynix expects memory shortages to persist through at least 2030; the company has long-term deals with 14 major buyers for 50%+ of its output in 2027 and 2028 ↗

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The Register: Micron CEO Sanjay Mehrotra says RAM shortages will persist into 2028 and perhaps beyond, and customers will pay "much higher prices" than they did this year

Reuters: ASML says it cannot fully meet AI-driven demand for its chipmaking tools in 2027 and 2028, and is seeing "strong interest" in orders for 2029 and 2030

CNBC: Inside SK Hynix's $720B Yongin Cluster, which it says will be the world's largest network of memory factories and is set to go into production in February 2027

Wall Street Journal: How surging demand from AI hyperscalers has quintupled flash memory prices and shifted market and negotiating power from Apple to suppliers like Kioxia

Nikkei Asia: Industry insiders say PCBs and chip substrates are key supply constraints for consumer electronics makers, as AI demand increasingly eats up production capacity

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