SK Hynix Expects HBM Prices to Double by 2027; Supply in the Memory Industry May Reach an All-Time Low
Svmuu News: On the evening of July 10, Eastern Time, SK Hynix CEO Kwak Noh-jung stated that 2027 will be the year with the tightest supply in the history of the memory industry.Currently, customers are seeking to sign long-term supply agreements with SK Hynix, and demand continues to grow, but the company faces capacity constraints.Kwak Noh-jung noted that although the company is expanding its production capacity, customer demand may still exceed the company’s supply capacity after 2030. Domestic industry investors who have previously engaged with South Korean memory manufacturers indicated that executives at major overseas memory companies are also closely monitoring the expansion progress of Chinese memory manufacturers, and that CXMT, and Yangtze Memory Technologies Co., Ltd. (YMTC) may become the biggest long-term variables in the future memory market.
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