SK Hynix says memory shortages to persist until 2030
SK Hynix reports that demand for memory chips will outpace supply until at least 2030, fueled by AI-driven productivity gains and increased infrastructure investment by enterprises and nations. The company has secured 14 long-term deals covering more than half its output in 2027–2028. While building new production capacity, SK Hynix acknowledges it cannot expand fast enough to meet market demand due to technical complexity and long facility construction lead times. The company also anticipates growing demand from autonomous vehicles and robotics markets.
Key points
- Memory shortages expected through 2030 as AI adoption accelerates
- SK Hynix locked into 14 major long-term supply deals covering over 50% output in 2027–2028
- Supply constraints driven by technical difficulty and long lead times for new factories
- Demand projected from AI infrastructure, autonomous vehicles, and robotics
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