SK Hynix Chief Executive Kwak Noh-jung said the global memory industry is heading for its worst-ever supply shortage in 2027, forecasting that demand for memory will continue to exceed the company's ability to produce it well into the next decade despite aggressive capacity expansion.
UBS likewise expects the global DRAM industry to remain undersupplied until at least the second quarter of 2028.
Similarly, Bank of America remains constructive on the AI investment cycle, estimating that global hyperscaler capital expenditure will reach about $851 billion this year and $1.15 trillion next year, supported by strong cloud backlogs, improving returns on AI investment and growing demand for compute-intensive AI applications.
SK Hynix CEO sees worst memory shortage in 2027, demand to outstrip supply beyond 2030
byu/app1310 instocks
Posted by app1310
13 Comments
Of course he does
CEO of a company hyping up their sectors. Who knows!
Everyone should be buying memory stocks
What’s their intiative to even open new fabs? Wouldn’t that lower their margins?
Of course, If the hyperscalers stay on the same spending curve. But if the spending cuts back…..
Would the SK Hynix CEO say that the memory shortage will end very soon if it WERE to end soon?
CEO: “Please, don’t get excited. It’s a cyclical sector. It goes up and down.”
these are the perfect statements that are said at the top of the bubble, so that big boys can sell and retail becomes bag holders
Sweet Jesus
MU CEO said they see shortage in 2027.
And in few years Micron, Sk hynix and Samsung open new factories and increase production 2-5 times.
Memory prices are falling and all money is spent on factories to produce cheap memory. Scary ending.
Artificial shortages.
1999: We need more fiber in the ground!!! Worst shortage ever!!! Demand ist doubling every 100 days!!!
2002: Oh.
Salesmen selling a product hyping it up.
Based on what projections? I think even memory companies are underestimating AI outcomes.