SK hynix CEO expects: The worst-ever shortage of storage chips will occur in 2027


Driven by AI data center demand, storage chip demand is expected to significantly exceed capacity at least through 2030. Even if SK hynix is actively expanding output by building new plants and expanding high-bandwidth memory (HBM) capacity for Nvidia accelerators, supply still may not be able to meet market demand.
Currently, SK hynix accounts for about 57% of the global HBM market. Amid rapidly rising prices, customers are securing supply in advance by signing long-term contracts. DRAM prices rose 44% this quarter, while NAND prices rose 53%.
The consumer side is also affected: some PC memory price increases have already exceeded 400%. Competitors, including Micron, also expect that the tight supply situation may not ease until at least 2028. This suggests the storage industry may be moving away from the past typical pattern of cyclical volatility and entering a structurally tight phase driven by AI demand that lasts longer.
SK Hynix-0.27%
NVDA4.06%
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