SK Hynix CEO: Memory Shortage to Persist Through End of 2030, Demand Outlook Remains Strong

SK Hynix CEO Kwak Noh-jung delivered the semiconductor industry's strongest bullish call to date, stating that memory chip supply shortages will extend through the end of 2030, and even if a downturn occurs then, the impact will be far milder than historical levels. He anchors this logic to an AI-driven structural shift: demand is rapidly migrating from standardized products toward customized solutions, potentially rewriting the cyclical patterns of supply-demand imbalances.