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SK海力士预计存储短缺持续至2030年

AI 总结

SK海力士在2026年第三季度业绩中表示,鉴于先进制程的难度、新工厂较长的建设周期以及AI基础设施需求,存储芯片需求预计到2030年仍将超过供应。公司称,企业和个人AI将带动近期增长,自动驾驶和机器人则可能推动中长期需求;据TechSpot报道,其第三季度营收首次突破100万亿韩元。

深度见解

SK海力士的预测表明存储芯片供应紧张或持续影响整个半导体供应链,AI基础设施则是近期需求增长的主要来源。

  • SK Hynix just published its Q3 2026 financial results
  • These came with a prediction of the RAM crisis lasting until 2030
  • After that, expect a further drain on memory supply from "physical AI such as autonomous driving and robotics"

Apologies for bringing you more negative news about the RAM crisis, but we've heard yet another prediction that supply woes are going to last for the rest of this decade.

This time it's SK Hynix (again) weighing in, a memory chip maker that has just issued its latest earnings report, as Wccftech noticed. Profits are booming, unsurprisingly, but SK Hynix also shared its most recent thinking on the RAM crisis, and how likely it is to be a protracted affair.

In the press release for its Q3 2026 results, SK Hynix announced succinctly: "Memory supply shortage to persist through 2030."

That was the title of a section briefing us on the memory shortage, where SK Hynix further observed: "The company assessed that supply … is not keeping pace with the growth of the market. Given technical difficulty of leading-edge processes and the long lead time required to build new production facilities, it expects the structure in which demand exceeds supply to persist through 2030."

#SK Hynix#DDR5#HBM4#NAND#Artificial intelligence#Autonomous driving#Robotics

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