It was still a ways off, but I'd kind of latched on to '2028' being the end in sight of the raging memory supply crisis. However, SK hynix CEO Kwak Noh-Jung reckons we should only be so lucky.
"We forecast that next year will be the worst year in the industry's history from the supply perspective," Kwak recently told Reuters. Not only is 2027 apparently set to be even worse, but Kwak also predicts the situation won't improve for years beyond the 2028 date I'd been holding on to, when SK hynix, Micron, and Samsung are all set to complete capacity expanding builds.
"Our customer demand continues to go up, while our capacity has limitations," Kwak said, "We still forecast that customer demand will remain higher than our supply capacity even beyond 2030. But we are doing our best to solve the problem."
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