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SK Hynix says memory shortages will last through 2030.

The Verge •
October 28, 2026 • 10:29 AM
• By Dominic Preston
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It’s a time frame the company has suggested before. It says a “virtuous cycle” (well, virtuous for memory manufacturers at least) is seeing AI productivity gains lead to increased demand, maintaining pressure on supply even as SK Hynix ramps up production. It’s already signed agreements to sell more than half the RAM it’ll produce through 2028. [Link: SK hynix Announces 3Q26 Financial Results | SK hynix Newsroom | https://news.skhynix.com/en/q3-2026-business-results/ | SK hynix Newsroom]

SK Hynix says memory shortages will last through 2030.

RAM price hikes: the latest on the global memory shortage

It’s a time frame the company has suggested before . It says a “virtuous cycle” (well, virtuous for memory manufacturers at least) is seeing AI productivity gains lead to increased demand, maintaining pressure on supply even as SK Hynix ramps up production. It’s already signed agreements to sell more than half the RAM it’ll produce through 2028.

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CNBC World
2w ago
Jim Cramer sees major implications from SK Hynix's home-run quarter

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The Next Web (TNW)
2w ago
SK Hynix profit jumps 632% to a record on demand for AI memory

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‘Earnings stability and mid-to-long term demand visibility’: SK Hynix says memory demand will outrun supply through 2030 after a record quarter.

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