SK Hynix CEO: Customer Demand Will Exceed Supply Even Beyond 2030
Beth_Kindig · x · 2026-09-22
SK Hynix's CEO said the company still forecasts customer demand exceeding its supply capacity even beyond 2030, underscoring a prolonged AI-driven memory/HBM shortage. The post also tags SK Hynix, Micron, NVIDIA and AMD, signaling bullish read-through for the whole compute supply chain.
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