SK Hynix to Double Memory Wafer Capacity in Five Years; AI Shortage Persists Until 2030

SK Hynix Chairman announced plans to double the company's memory wafer production capacity over the next five years, addressing AI-driven semiconductor supply constraints. Despite the expansion, the chairman cautioned that global memory shortage will persist through at least 2030.

The forecast underscores structural undersupply in DRAM and HBM as AI inference and training clusters scale. Doubling capacity is a material commitment, but demand growth in LLM deployments and foundation model training may outpace even aggressive fab expansions.