SK Hynix: memory shortages to persist until 2030
SK Hynix expects memory demand to outstrip supply through at least 2030, driven by AI infrastructure, robotics and autonomous cars. Quarterly revenue rose 328% year-over-year to ₩104.6 trillion ($78.1 billion), with operating profit up 486% to ₩87.68 trillion ($62.8 billion).
- Quarterly revenue: ₩104.6 trillion ($78.1 billion), up 328% year-over-year
- Operating profit: ₩87.68 trillion ($62.8 billion), up 486%
- 14 long-term deals cover over half of 2027–2028 output
- PC and smartphone shipments expected to fall on higher memory prices
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