Global Market: SK Hynix warns of historic memory chip shortage by 2027 as AI demand soars

SK Hynix has warned of a historic memory chip shortage persisting beyond 2030, driven by AI infrastructure demand outpacing manufacturing capacity expansion. The South Korean chipmaker, a leading supplier of high-bandwidth memory to Nvidia, expects DRAM and HBM supply constraints to continue at least until the second quarter of 2028 according to UBS forecasts. Bank of America estimates global hyperscaler capital expenditure will rise from around 851 billion dollars this year to roughly 1.15 trillion dollars next year, reinforcing long-term demand visibility for memory suppliers.