AI Demand Pushes Memory Shortages to Peak in 2027, SK Hynix Warns

SK Hynix CEO Kwak Noh-jung warned that 2027 will be the memory industry’s worst year in supply, with shortages likely to persist beyond 2030 as demand outstrips production amid AI-driven growth; the company is pursuing multi-year capacity expansions and potential new fabs in the US, Japan, and Southeast Asia, a trend echoed by Samsung and Micron, while premium memory like HBM/LPDDR5X is prioritized and consumer memory faces price hikes.