SK Hynix Warns of Ongoing Memory Shortages Amidst AI Demand Surge and Strategic Shifts

10/28/2026

SK Hynix estimates that memory supply shortages will persist through 2030 despite the creation of additional production capacity. SK Hynix Doubles Down On 10nm "1c" DRAM & HBM4 Production This...

10/28/2026

SK Hynix is looking beyond its position as a leading supplier of high-bandwidth memory (HBM), using venture investments to gain a greater say in how next-generation AI infrastructure is designed.

10/28/2026

SK Hynix's third quarter suggests that, for now, the memory industry's familiar boom-and-bust pattern is giving way to something closer to a contracted, supply-constrained business. The South...

10/28/2026

SK Hynix is turning to high-bandwidth flash (HBF) to address growing memory bottlenecks in AI inference, as increasingly complex AI agents generate more data than can be economically stored in...

10/26/2026

From South Korea to Japan and China, the world’s biggest memory chipmakers will this week seek to quell fears that AI spending is outpacing future demand. How they handle back-to-back earnings...