SK Hynix CEO predicts memory chip shortage will last until 2030
SK Hynix CEO sees memory chip shortage lasting until 2030
SK Hynix CEO Kwak Noh-jung says the memory chip shortage will persist until 2030, driven by surging AI demand. He noted that AI servers require significantly more memory than traditional servers, and while the company is expanding capacity, supply will remain tight. The shortage is expected to boost prices and profitability for memory makers.
The memory chip shortage is expected to last until 2030 due to explosive demand for AI.
- drob518
New title: SK Hynix CEO is desperate for memory chip shortage to last until 2030 or longer
Fixed it for you.
- mey
No projections/information/analysis. The statement from someone with a vested interest in this demand lasting an extended period of time (including the statement that demand will continue past 2030).
- PowerElectronix
He could just have said "lasting forever and ever".
It's ram chips, the bottom of the barrel of semi manufacturing. If you get high prices for long enough, everyone is gonna jump into the market.
- vikramkr
That's like 3 and a half years away? I can see that - fabs don't get built overnight and bubbles aren't under any obligation to pop on a timeline. Wild that 2030 is not that far away. Sometimes it feels like we never left 2020.
- nashashmi
Given the possibility of setting up new memory fab plants takes 10 years, given that data companies are spending money on power plants based on power consumption forecasts, but are not spending on memory fab plants, I take it that data companies are seeing the current memory makers as sufficient for their needs.
Meaning if the avg consumer is going to buy memory, they are going to have to fork a whole lot more money than they did before, because they will be paying the price of profit generating data companies.
The next phase of improvements will have to be in consumer software to be more memory efficient. Gone are the days of electron apps and other memory intensive systems of programming./