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According to reports, SK Hynix CEO Kwak Noh-Jung said at the recent groundbreaking ceremony for the new US plant that there are currently no signs of a decline in the storage market, and the storage shortage is expected to continue until the end of 2030. SK Hynix has changed the mitigation schedule for the memory market. Not long ago, it was also said that 2028 is expected to loosen up. In July, it also said that 2027 will be the hardest year in the history of the industry, and now it is being pushed directly to the end of 2030. Kwak explained that AI storage is changing from standardized mass-produced products to customized products. Even if demand falls back in the future, it will not plummet like in the past few decades, but will fall steadily back to the planned level. In other words, DDR5 will remain expensive even after the peak of the crisis.

Zhitongcaijing·09/01/2026 07:57:04
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According to reports, SK Hynix CEO Kwak Noh-Jung said at the recent groundbreaking ceremony for the new US plant that there are currently no signs of a decline in the storage market, and the storage shortage is expected to continue until the end of 2030. SK Hynix has changed the mitigation schedule for the memory market. Not long ago, it was also said that 2028 is expected to loosen up. In July, it also said that 2027 will be the hardest year in the history of the industry, and now it is being pushed directly to the end of 2030. Kwak explained that AI storage is changing from standardized mass-produced products to customized products. Even if demand falls back in the future, it will not plummet like in the past few decades, but will fall steadily back to the planned level. In other words, DDR5 will remain expensive even after the peak of the crisis.