SK hynix expects HBM prices to double by 2027

CoinFeed July 12 news, according to Jinshi reports, on Friday evening Eastern Time (July 10), SK hynix CEO Kwak Noh-jung predicted to the outside world that 2027 will be the tightest supply year in the history of the storage industry. "Customers are now coming to SK hynix seeking long-term supply agreements. Demand continues to grow while our production capacity is limited. Although we are doing our best to expand capacity, even after 2030, customer demand may still exceed the company's supply capacity," he said. However, domestic industrial investment professionals who have had contact with Korean storage manufacturers said that in addition to their own development, executives of overseas storage giants are also paying attention to the expansion progress of Chinese storage manufacturers. The domestic "two storage" (ChangXin Memory Technologies and Yangtze Memory Technologies) may become the biggest long-term variable in the future storage market.