SK Hynix CEO sees worst-ever memory supply shortage in 2027, says demand to outstrip supply beyond 2030

SK Hynix warned the global memory market is set for its worst-ever supply shortage in 2027, with demand projected to exceed production capacity into the next decade. The outlook persists despite aggressive industry capacity expansion, implying continued tight supply conditions likely to support pricing and margins. This is a potentially sector-moving signal for memory suppliers.

Analysis

SK Hynix warned the global memory market is set for its worst-ever supply shortage in 2027, with demand projected to exceed production capacity into the next decade. The outlook persists despite aggressive industry capacity expansion, implying continued tight supply conditions likely to support pricing and margins. This is a potentially sector-moving signal for memory suppliers.