Guo Luzheng, CEO of SK Hynix, said that from a supply perspective, 2027 will be the worst year in the memory shortage cycle, and it is expected that customer demand will still exceed supply capacity after 2030. Guo Luzheng said that the US is on the candidate list for future fab site selection, but the company has yet to make a decision. Guo Luzheng said that SK Hynix will prioritize locations that can provide sufficient land, electricity, water, and skilled workers at competitive single manufacturing costs. “If these conditions are met, the United States, Japan, and Southeast Asia are all within consideration.”

Guo Luzheng, CEO of SK Hynix, said that from a supply perspective, 2027 will be the worst year in the memory shortage cycle, and it is expected that customer demand will still exceed supply capacity after 2030. Guo Luzheng said that the US is on the candidate list for future fab site selection, but the company has yet to make a decision. Guo Luzheng said that SK Hynix will prioritize locations that can provide sufficient land, electricity, water, and skilled workers at competitive single manufacturing costs. “If these conditions are met, the United States, Japan, and Southeast Asia are all within consideration.”