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SK Hynix says memory shortage could last until 2030

Original: # SKHynix expects # memoryshortages to last until 2030, boosting revenue and profit through # AIdemand and 14 # longterm

SK Hynix expects the global memory shortage to persist until 2030, with AI demand and long-term supply deals driving higher revenue and profit. Rising memory prices may reduce PC and smartphone shipments, while the company plans HBM4 chips and 1c-node technology to expand capacity. Analysts are weighing what sustained tight supply means for device makers and consumers.

Why now: AI-driven memory demand is pushing prices up, raising concerns about costs for PCs and smartphones.

SK HynixAI industryHBM4

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Evidence

• # SKHynix expects # memoryshortages to last until 2030, boosting revenue and profit through # AIdemand and 14 # longtermdeals . Rising prices may reduce PC and mobile shipments, while HBM4 and 1c technology are planned. https://www. theregister.com/systems/2026/1… · technews@eicker.news · 1

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