SK Hynix CEO Kwak Noh-jung stated that the global memory chip shortage is expected to continue until the end of 2030, and the risk of oversupply is very low because, in the AI era, memory chips are no longer “purely standardized commodities.” Despite market concerns about an AI investment bubble, he said he “does not see” signs of oversupply risk or a potential memory downturn cycle, as demand from AI clients remains strong. If “we pass the AI peak, or if there is another downturn cycle in the

SK Hynix CEO Kwak Noh-jung stated that the global memory chip shortage is expected to continue until the end of 2030, and the risk of oversupply is very low because, in the AI era, memory chips are no longer “purely standardized commodities.” Despite market concerns about an AI investment bubble, he said he “does not see” signs of oversupply risk or a potential memory downturn cycle, as demand from AI clients remains strong. If “we pass the AI peak, or if there is another downturn cycle in the

智通财经2026/08/30 02:06

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SK Hynix CEO Kwak Noh-Jung stated that the global memory chip shortage is expected to last until the end of 2030, and the risk of oversupply is low, as memory chips are no longer “merely standardized commodities” in the era of AI. Although the market harbors concerns about an AI investment bubble, he said there is “no sign” of an oversupply risk or a potential downturn in the memory chip cycle, because demand from AI clients remains robust. If “we pass the peak of AI, or another downturn cycle emerges in the future, challenges may arise. But I believe that the next downturn cycle will be different from the slumps we have experienced in past decades. Even if a downturn occurs, I believe it won’t be a sharp decline, but rather a slow decrease in demand, or it may even stabilize.”

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