SK Hynix expects memory demand to outrun supply until 2030

SK Hynix told investors on Wednesday memory demand will exceed supply through 2030. The Korean chipmaker reported record results for the third quarter and plans to return about 100 trillion won to shareholders this year alongside the forecast. HBM and DRAM chips are sold out until 2029 SK Hynix believes that the crunch is a supply problem. Leading edge processes continue to get more arduous and new fabs take years to build so output can’t keep up through 2030. The company said during its earnings call that it has sold out of its HBM and DRAM chips until 2029. HBM demand is double what SK Hynix can supply, it said. Short-term demand comes from AI for enterprises and consumers. Further out, physical AI like autonomous driving and robotics takes over.

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