SK hynix: memory shortage to last through 2030, HBM sold out through 2029

SK hynix expects memory supply constraints to persist through 2030, with DRAM and HBM volumes effectively sold out through 2029. Samsung sees tight supply through 2028 and says its 2027 HBM output is already sold out. China's CXMT plans limited HBM3E production despite yields of just 20–30%.

• SK hynix: DRAM and HBM sold out through 2029, shortage to 2030
• Samsung: 2027 HBM supply already fully sold out
• CXMT to start limited HBM3E output at 20–30% yields
• TSMC reportedly weighing a 20% CoWoS price increase on AI demand