'Customer demand will remain higher than our supply capacity even beyond 2030': SK hynix CEO predicts memory…
SK hynix CEO Kwak Noh-Jung predicts the global memory supply crisis will persist beyond 2030, with customer demand consistently exceeding supply capacity. Despite ongoing capacity expansions by major players like SK hynix, Samsung, and Micron, the CEO forecasts that next year will be the worst in the industry's history from a supply perspective. Analysts express concerns about potential oversupply due to new capacity builds and the uncertain monetization of AI spending.
- Entities
- Company: Micron
- Company: SK Hynix
- Topic: Artificial Intelligence
- Topic: Semiconductor Industry
- Person: Kwak Noh-Jung
- Company: Samsung
- Topic: Supply Chain
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