SK Hynix's stock price hit a record high and triggered a circuit breaker the next day, drawing attention to the sustainability of the memory chip super cycle. Counterpoint and TrendForce both forecast the earliest supply-demand inflection point in the second half of 2027, with fundamental support remaining before then.
SK Hynix's stock price reached an all-time high and then triggered a circuit breaker the following day, sparking market discussions about the trajectory of the memory chip super cycle. According to analyses from research firms Counterpoint and TrendForce, the earliest inflection point for memory chip supply-demand dynamics could occur in the second half of 2027. Before that, the fundamental support for the industry remains intact.
Both institutions point out that the current memory chip market is characterized by tight supply and robust demand, indicating that the super cycle is likely to extend into 2027. Despite short-term price volatility, the medium-to-long-term outlook remains positive based on the supply-demand analysis, providing clear expectations for industry participants.
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