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

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

#21

Post by toast0 » Mon, Aug 31, 2026, 2:50 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?

After the first two times, do they even need to collude?

Can't they count on each other doing the profitable thing? Especially when they PR it:

> Furthermore, focused investment in HBM is creating a virtuous cycle that improves profitability in the general-purpose memory market. As resources are diverted to HBM, the supply-demand balance for general DRAM is improving.

January 5, 2026 - SK hynix market outlook.

https://news.skhynix.com/en/2026-market-outlook-focus-on-the...

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

#22

Post by Aloha » Mon, Aug 31, 2026, 2:50 PM UTC

2OEH8eoCRo0 wrote: post #14

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.

I dont think he's wrong.

Dell is making moves to introduce server grade hardware without ECC memory.

There is plenty of DDR5, its not even very expensive, its DDR5-ECC where the prices go stratospheric.

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

#23

Post by geodel » Mon, Aug 31, 2026, 2:53 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!

But for now can't EU regulate the RAM price? They seem to be able to do what they want.

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

#24

Post by fakedang » Mon, Aug 31, 2026, 2:53 PM UTC

Memory chip shortage lasting *until China floods the market with their cheaper but rigged chips.

FTFY. At the rate China's moving on this, it won't be long till they get a stranglehold on the consumer chip market.

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

#25

Post by marcosscriven » Mon, Aug 31, 2026, 2:53 PM UTC

What are the limiting factors here?

Clearly it’s the fabrication of RAM/HBM chips. But if the margin is so high, why can’t other fabs like CPU fabs be used? I assume they’re not as CPU prices are going down. Or are they radically different and not easily reconfigured?

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

#26

Post by Taqas » Mon, Aug 31, 2026, 2:57 PM UTC

Given economy of scale, on the long-term can we expect lower than 2019 RAM prices?

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

#27

Post by 2OEH8eoCRo0 » Mon, Aug 31, 2026, 2:57 PM UTC

Aloha wrote: post #22

2OEH8eoCRo0 wrote: post #14

Earlier quoted context omitted.

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

I dont think he's wrong. Dell is making moves to introduce server grade hardware without ECC memory. There is plenty of DDR5, its not even very expensive, its DDR5-ECC where the prices go stratospheric.

The point is that he must say this either way. If he expected demand to decline next year do you think he would come out and say that?

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

#28

Post by fidotron » Mon, Aug 31, 2026, 2:58 PM UTC

geodel wrote: post #23

throw234259 wrote: post #18

Earlier quoted context omitted.

> 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!

But for now can't EU regulate the RAM price? They seem to be able to do what they want.

It's great how these days it's so much harder to tell if this is a joke.

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

#29

Post by ls-a » Mon, Aug 31, 2026, 3:00 PM UTC

[dead]

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

#30

Post by mmastrac » Mon, Aug 31, 2026, 3:03 PM UTC

Aloha wrote: post #22

2OEH8eoCRo0 wrote: post #14

Earlier quoted context omitted.

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

I dont think he's wrong. Dell is making moves to introduce server grade hardware without ECC memory. There is plenty of DDR5, its not even very expensive, its DDR5-ECC where the prices go stratospheric.

Do you have a source for more info? That seems odd to me - LLMs are particularly resilient to bitflips, so if anything the demand would pull on DDR5 in general, not on ECC specifically.