星球日报|Aug 30, 2026 01:56
[SK Hynix CEO: Memory Chip Shortage Will Persist Until 2030]
Odaily Planet Daily News - SK Hynix CEO Kwak Noh-Jung stated that the global memory chip shortage is expected to last until the end of 2030, with a very low risk of oversupply. In the AI era, memory chips are no longer "simply standardized commodities." Despite market concerns about an AI investment bubble, he remarked that he does not see signs of oversupply risks or a potential downturn cycle for memory chips, as demand from AI clients remains strong. He added, "If we surpass the AI peak or encounter another downturn cycle in the future, challenges may arise. However, I believe the next downturn cycle will be different from the slumps we've experienced over the past few decades. Even if a downturn occurs, I think it will not be a sharp decline but rather a slow decrease in demand, or it may even stabilize." (Jin10)
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