SK Hynix forecasts memory chip shortage will last through 2030

SK Hynix forecasts the global memory chip shortage will persist through 2030, a projection with broad implications for the semiconductor and technology sectors. The company, a leading supplier of DRAM and NAND flash memory, said the prolonged shortage could spur innovation, strategic partnerships, and shifts in investment across the industry. Tight memory supply affects everything from smartphones and PCs to data centers and AI infrastructure, where demand for high-bandwidth memory continues to climb. For investors, the outlook underscores the potential for sustained pricing power among memory makers and renewed capital spending on fabrication capacity. Watch for capacity expansion announcements, supply agreements with chipmakers and hyperscalers, and any revisions to the shortage timeline as demand conditions evolve.