SK Hynix expects 2027 to be the most supply-constrained year in the history of the memory industry, according to CEO Kwak Noh-jung, who spoke on the evening of July 10 U.S. Eastern Time. He said customers are seeking long-term supply agreements with the company as demand keeps rising, while production capacity remains limited.
Kwak said SK Hynix is expanding output, but demand from customers could still exceed the company’s supply capacity after 2030. The comments point to a prolonged mismatch between demand and available production in the memory market.
Separately, a domestic investment industry source who has been in contact with South Korean memory manufacturers said executives at major overseas memory companies are also watching the capacity expansion of Chinese memory makers. The source said CXMT and YMTC could become the biggest long-term variables in the future memory market.
SK Hynix expects 2027 to be the tightest year on record for memory supply, CEO Kwak Noh-jung said on the evening of July 10 U.S. Eastern Time.
Kwak said customers are seeking long-term supply agreements with SK Hynix as demand continues to grow, while the company faces capacity limits. He added that even as SK Hynix expands production, customer demand could still exceed the company’s supply capacity after 2030.
Chinese memory expansion is drawing attention
A domestic investment industry source who has been in contact with South Korean memory manufacturers said executives at major overseas memory companies are also watching the expansion progress of Chinese memory makers. According to the source, CXMT and YMTC could become the biggest long-term variables in the future memory market.
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