SK Hynix expects memory demand to outpace supply through 2030, DRAM demand up over 20% in 2027

SK Hynix now expects memory demand to outpace supply through 2030, with DRAM demand growing over 20% in 2027 alone. The company notes producing more HBM takes up capacity for regular DRAM as AI agents drive demand for both.

Detected & updated continuously · Source: Nebula