r/hardware • u/sr_local • 2h ago
News SK Hynix says memory shortages to persist until 2030
theregister.com“The company assessed that supply … is not keeping pace with the growth of the market,” SK Hynix told investors. “Given technical difficulty of leading-edge processes and the long lead time required to build new production facilities, it expects the structure in which demand exceeds supply to persist through 2030.”
It gets worse. SK Hynix has 14 long-term deals with 14 big buyers, who will collectively buy more than half of its output during 2027 and 2028, and some of them want to extend those agreements. The Korean giant doesn’t mind that because the deals include “a mechanism that reflects market conditions within a price range agreed upon with customers” and give it “a structure that secures stable profitability while allowing flexible responses to market changes.”