On Friday evening EST, Guo Luzheng, CEO of SK Hynix, predicted to the outside world that 2027 will be the most tight supply year in the history of the storage industry. “Customers are now coming to SK Hynix to seek long-term supply agreements. Demand continues to grow, and our production capacity is limited. Although we are doing our best to expand production capacity, customer demand may still exceed the company's supply capacity even after 2030.” he said. However, domestic investors who have had contact with South Korean storage manufacturers told reporters that in addition to their own development, executives from major overseas storage companies are also currently watching the progress of Chinese storage companies' production expansion, and domestic “two storage” may become the biggest long-term variable in the future storage market. According to Gartner's forecast, the global storage semiconductor market will grow from US$216 billion in 2025 to US$633 billion in 2026, up 192.7% year-on-year, and grow at a compound annual growth rate of 86.0% from 2025 to about US$748 billion in 2027. This growth is expected to be mainly due to rapid growth in the HBM sector. HBM is an important component supporting the demand for artificial intelligence computing and storage, while the average sales price of DRAM and NAND products has also risen sharply.

On Friday evening EST, Guo Luzheng, CEO of SK Hynix, predicted to the outside world that 2027 will be the most tight supply year in the history of the storage industry. “Customers are now coming to SK Hynix to seek long-term supply agreements. Demand continues to grow, and our production capacity is limited. Although we are doing our best to expand production capacity, customer demand may still exceed the company's supply capacity even after 2030.” he said. However, domestic investors who have had contact with South Korean storage manufacturers told reporters that in addition to their own development, executives from major overseas storage companies are also currently watching the progress of Chinese storage companies' production expansion, and domestic “two storage” may become the biggest long-term variable in the future storage market. According to Gartner's forecast, the global storage semiconductor market will grow from US$216 billion in 2025 to US$633 billion in 2026, up 192.7% year-on-year, and grow at a compound annual growth rate of 86.0% from 2025 to about US$748 billion in 2027. This growth is expected to be mainly due to rapid growth in the HBM sector. HBM is an important component supporting the demand for artificial intelligence computing and storage, while the average sales price of DRAM and NAND products has also risen sharply.