SK Hynix CEO sees memory chip shortage lasting until 2030 • Hacker News Board

Re: SK Hynix CEO sees memory chip shortage lasting until 2030

#11

Post by drob518 » Mon, Aug 31, 2026, 2:25 PM UTC

New title: SK Hynix CEO is desperate for memory chip shortage to last until 2030 or longer

Fixed it for you.

Re: SK Hynix CEO sees memory chip shortage lasting until 2030

#12

Post by mey » Mon, Aug 31, 2026, 2:30 PM UTC

FLeXMurphy wrote: post #9

mey wrote: post #2

No projections/information/analysis. The statement from someone with a vested interest in this demand lasting an extended period of time (including the statement that demand will continue past 2030).

Assume the person knows something you don't.

They know many things I don't. I can easily assume they have a specific reason to make a public statement that is within their interests. Without any reports/prospectus/booked contracts, it's just marketing/spin.

Re: SK Hynix CEO sees memory chip shortage lasting until 2030

#13

Post by voidfunc » Mon, Aug 31, 2026, 2:32 PM UTC

xattt wrote: post #8

ChiperSoft wrote: post #7

Earlier quoted context omitted.

Oh its probably that again https://www.polygon.com/ram-manufacturers-sued-supply-price-...

Is the thing that’s different now that the colluders are banking on is that we are in a worldwide kleptocracy?

Yep

Re: SK Hynix CEO sees memory chip shortage lasting until 2030

#14

Post by 2OEH8eoCRo0 » Mon, Aug 31, 2026, 2:35 PM UTC

drob518 wrote: post #11

New title: SK Hynix CEO is desperate for memory chip shortage to last until 2030 or longer Fixed it for you.

SK hynix CEO compelled by CEO obligations to paint a rosy and sustainable picture of memory chip demand.

Re: SK Hynix CEO sees memory chip shortage lasting until 2030

#15

Post by alephnerd » Mon, Aug 31, 2026, 2:42 PM UTC

Honestly surprised by the degree of skepticism about this on HN.

The rack assemblers like Dell, HPE, Supermicro, and Lenovo have 18 to 24 month backlogs on deliveries at the moment, and even the neoclouds have 6-9 month backlogs to onboard customers onto their SaaS platforms, and 12-24 month backlogs for delivering bare metal. All those require memory.

Also, 2030 is barely 3 years away from now as 2027 is around the corner. Yes we are ALL old now.

Using priors from 2015-2019 today is the equivalent of thinking your experience in 1995-1999 should inform decisions made in 2008-2013.

Re: SK Hynix CEO sees memory chip shortage lasting until 2030

#16

Post by potus_kushner » Mon, Aug 31, 2026, 2:42 PM UTC

PowerElectronix wrote: post #10

He could just have said "lasting forever and ever". It's ram chips, the bottom of the barrel of semi manufacturing. If you get high prices for long enough, everyone is gonna jump into the market.

especially if they get away unpunished for their price fixing. https://web.archive.org/web/20260701064235/https://www.polyg...

Re: SK Hynix CEO sees memory chip shortage lasting until 2030

#17

Post by vlucas » Mon, Aug 31, 2026, 2:45 PM UTC

alephnerd wrote: post #15

Honestly surprised by the degree of skepticism about this on HN. The rack assemblers like Dell, HPE, Supermicro, and Lenovo have 18 to 24 month backlogs on deliveries at the moment, and even the neoclouds have 6-9 month backlogs to onboard customers onto their SaaS platforms, and 12-24 month backlogs for delivering bare metal. All those require memory. Also, 2030 is barely 3 years away from now as 2027 is around the…

Same. There is huge, real demand for memory and storage everywhere you look. New capacity takes 3-5 years to come online. Every vendor has completely sold out capacity and is backlogged on top of that. This 5-year estimate is actually pretty realistic to me. I think we are stuck with high prices on these components for at least the next 3 years, minimum.

Re: SK Hynix CEO sees memory chip shortage lasting until 2030

#18

Post by throw234259 » Mon, Aug 31, 2026, 2:46 PM UTC

PowerElectronix wrote: post #10

He could just have said "lasting forever and ever". It's ram chips, the bottom of the barrel of semi manufacturing. If you get high prices for long enough, everyone is gonna jump into the market.

> everyone is gonna jump into the market

Whom exactly? Korea and Taiwan are already saturated. EU may take 5 yearrs just to approve plans formnew factory. US is interested in super fast super duper AIG, ddr5 is way too boring.

Only competitor is mainlaind china!

Re: SK Hynix CEO sees memory chip shortage lasting until 2030

#19

Post by xnx » Mon, Aug 31, 2026, 2:48 PM UTC

alephnerd wrote: post #15

Honestly surprised by the degree of skepticism about this on HN. The rack assemblers like Dell, HPE, Supermicro, and Lenovo have 18 to 24 month backlogs on deliveries at the moment, and even the neoclouds have 6-9 month backlogs to onboard customers onto their SaaS platforms, and 12-24 month backlogs for delivering bare metal. All those require memory. Also, 2030 is barely 3 years away from now as 2027 is around the…

Agree. Also lots of suppressed demand at current prices. If prices return to anything like pre-AI, demand would grow dramatically.

Re: SK Hynix CEO sees memory chip shortage lasting until 2030

#20

Post by worldofmatthew » Mon, Aug 31, 2026, 2:49 PM UTC

throw234259 wrote: post #18

PowerElectronix wrote: post #10

He could just have said "lasting forever and ever". It's ram chips, the bottom of the barrel of semi manufacturing. If you get high prices for long enough, everyone is gonna jump into the market.

> everyone is gonna jump into the market Whom exactly? Korea and Taiwan are already saturated. EU may take 5 yearrs just to approve plans formnew factory. US is interested in super fast super duper AIG, ddr5 is way too boring. Only competitor is mainlaind china!

> mainlaind china

Exactly. China wil push for it as China factories will supply Chinese AI first.