SK Hynix CEO Forecasts Memory Demand Will Outstrip Supply Through 2030
SK Hynix Chief Executive Officer Kwak Noh-jung forecast that global memory chip demand will remain above supply capacity through 2030, with next year projected to deliver the tightest shipments in the industry's history.
The outlook follows warnings from SK Group leadership regarding a structural supply-demand gap, as memory makers struggle to expand production fast enough to satisfy surging server and artificial intelligence processor orders.
From the sources (5 posts)
@jukan05SK Group Chairman Chey Tae-won told reporters at the Korea Chamber of Commerce and Industry’s Jeju Forum on the 15th, “Demand for AI semiconductors is expected to increase by at least 60–100% next year compared with this year.” He added, “E
@jukan05Chey stressed that rising prices are not a sign of a healthy market. “Prices need to come down. Current price levels are abnormal,” he said. “PC and mobile-device makers cannot continue passing higher memory costs on to consumers through pr
@jukan05MERITZ SECURITIES: ACCORDING TO CHANNEL CHECKS, MIDDLE EASTERN SOVEREIGN AI INVESTORS, INCLUDING THOSE IN SAUDI ARABIA, HAVE RECENTLY BEGUN DISCUSSING MID- TO LONG-TERM MEMORY PROCUREMENT PLANS WITH KOREAN MEMORY MANUFACTURERS. - Amid this
@beth_kindigSK Hynix CEO Kwak Noh-jung: “We forecast that next year will be the worst year in the industry's history from the supply perspective. We still forecast that customer demand will remain higher than our supply capacity even beyond 2030.” $SK
@unusual_whalesSK Hynix CEO says memory chip shortage will get worse before it gets better