SK Hynix CEO sees memory chip shortage lasting until 2030
Summary
The article reports that SK Hynix CEO Kwak Noh-jung expects the memory chip shortage to persist until 2030, citing sustained demand driven by AI data centers and new US-investment initiatives like a new packaging plant in Indiana. It notes SK Hynix’s ongoing investments in US manufacturing, the shifting nature of memory demand toward customized, high-value products, and the broader implications for suppliers like Nvidia that rely on memory supply.