律动BlockBeats
律动BlockBeats|10月 27, 2026 23:44
[SK Hynix: Memory Supply Shortage to Continue Until 2030, Capital Expenditure Expected to Increase Significantly in 2027] BlockBeats reported on October 28th that SK Hynix stated its average selling price of DRAM in the third quarter increased by more than 20% compared to the second quarter. DRAM market demand is expected to grow by more than 20% year-on-year in 2027. Capital expenditure in 2027 is expected to increase significantly compared to 2026. Long-term supply agreements (LTAs) for 2027 and 2028 have secured more than 50% of total capacity. The memory supply shortage is expected to continue until 2030. SK Hynix expects NAND market demand to grow at a high level (around 10% year-on-year) in 2027. DRAM shipments in the fourth quarter are expected to grow at a mid-20% rate compared to the third quarter. NAND shipments in the fourth quarter are expected to grow by a mid-single-digit percentage compared to the third quarter.
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