SK hynix Forecasts AI Memory Shortage Until 2030, Driven by Data Centers

SK hynix CEO Kwak Noh-jung expects the current shortage of high-end AI memory chips to persist until 2030.

Surging demand from AI data centers is shifting the market from simple commodities toward specialized, custom products.

The company recently commenced construction on a new chip packaging plant in Indiana to meet rising demand for High Bandwidth Memory (HBM).

Kwak projects that AI-related demand will remain strong after 2030, securing a long-term market advantage for SK hynix as a key Nvidia partner.