GoKawiilSK Hynix says memory chip shortage could last through 2030
SK Hynix reported Q3 2026 revenue of 104.6 trillion won ($78 billion), up 32% from the prior quarter, with operating profit of 83.3 trillion won and net profit of 39.8 trillion won, marking the first time it has topped 100 trillion won in quarterly revenue. The company credited surging DDR5 server memory sales, early HBM4 shipments, and growing NAND demand, and said it expects memory shortages driven by AI infrastructure buildout to continue for years.
GoKawiil's interpretation of the reporting above, not reported fact.
SK Hynix's framing of the shortage as a 'virtuous' cycle suggests memory makers have little incentive to rapidly expand capacity while prices and margins remain elevated. If the company's demand forecast holds, buyers of servers, PCs, and consumer electronics could face elevated memory prices well into the next decade, extending cost pressures already rippling through the broader electronics industry.
- SK Hynix posted record Q3 2026 revenue of $78 billion, up 32% quarter-over-quarter
- Growth was driven by DDR5 server memory, early HBM4 shipments, and rising NAND sales
- The company expects AI-driven memory demand, and resulting shortages, to persist until at least 2030
Crucial 32GB DDR5 Desktop RAM Kit — With SK Hynix warning that memory chip shortages could last until 2030, DRAM prices are only likely to climb from here. Grabbing a DDR5 RAM kit now could save you from paying a premium later as AI-driven demand continues to squeeze supply chains. It's a practical upgrade for any desktop build looking to future-proof performance before costs rise further.
See Crucial 32GB DDR5 Desktop RAM Kit on Amazon → Affiliate link — we may earn a commission on purchases, at no extra cost to you. Product picked by AI based on this article; it is not a tested recommendation.Source: techspot.com — Alfonso Maruccia, 2026-10-29
Published there as: “SK Hynix expects memory chip shortage to persist until at least 2030”
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