Memory Chip Crunch to Persist Until 2030, SK Chairman Says

A global memory-chip shortage is expected to persist another 4-5 years, SK Group's head said, citing endemic constraints in semiconductor production. Prolonged supply tightness implies continued pricing power for memory suppliers and sustained shortages/production risk for electronics manufacturers and downstream OEMs.

Analysis

A global memory-chip shortage is expected to persist another 4-5 years, SK Group's head said, citing endemic constraints in semiconductor production. Prolonged supply tightness implies continued pricing power for memory suppliers and sustained shortages/production risk for electronics manufacturers and downstream OEMs.