BREAKING
SK Hynix CEO Warns of 2027 Chip Crunch
AI Demand vs Limited Capacity
How the HBM Squeeze Spreads
1
AI needs HBM
↓
2
HBM eats wafers
↓
3
DDR5 squeezed
↓
4
PCs & phones hit
0
B
IPO raised (USD)
0
%
debut share gain
0
T won
2025 op profit
Expansion vs Demand Growth
Building Out
SK Hynix
●
$4B Indiana packaging plant
●
$10B US AI solutions firm
●
Scaling Icheon, Cheongju, Yongin
Still Short
Outlook
●
Shortage into 2027
●
Persists beyond 2030
●
Micron pledges $250B by 2035
Tighter Memory Into the Next Decade
AI NEWS BLITZ
SK Hynix's chief executive is warning of the worst-ever memory chip shortage in 2027.