Yahoo Finance analysis indicates that the current DRAM supercycle is directly linked to AI infrastructure development, with demand for High Bandwidth Memory (HBM) continuously surging. However, limited capacity expansion has led to an overall undersupply in the DRAM market. SK Hynix management anticipates that DRAM supply will not catch up with demand until at least 2030. The company recently signed long-term memory chip supply contracts with customers valued at $750 billion, with $500 billion coming from NVIDIA. The two companies will also collaborate on developing next-generation memory. Meanwhile, Micron has also signed non-cancellable long-term contracts with 16 customers extending to 2030, accounting for approximately 40% of its revenue.