SK Hynix CEO Kwak Noh-jung warns the global memory industry faces its worst-ever supply shortage by 2027. Kwak shared the forecast during a Reuters interview following the company’s Nasdaq debut.
Explosive demand from the artificial intelligence sector drives the impending crisis. Current AI demand outpaces the industry's ability to expand production capacity.
Kwak expects customer demand to exceed supply capabilities beyond 2030. This imbalance signals a long-term structural challenge for the global technology market.
Nvidia’s CEO echoes these concerns regarding prolonged component shortages. Both leaders anticipate specific deficits in high-bandwidth memory.