ITHome · AI·· 18 days ago62
SK Hynix CEO Kwak Ro-jeong: DRAM and HBM memory capacity until 2029 is nearly sold out
Brief overview
SK Hynix CEO Koo Rak-jong reveals that the locked LTA orders plus customer negotiation demands have nearly exhausted the company's DRAM and HBM memory production capacity by 2029; efficiency improvements brought by AI and increased investment are driving demand, and the supply shortage situation is expected to last until 2030.
Source: ITHome · AI · ithome.com