金色财经|10月 28, 2026 00:00
[SK Hynix Predicts Storage Shortage to Continue Until 2030] According to Jinse Finance, on October 28th, SK Hynix stated that due to factors such as the increasing difficulty of advanced process technologies and the long time required to build new production facilities, the supply shortage in the storage market is expected to continue until 2030. The company plans to accelerate capacity expansion, expecting HBM4 to surpass HBM3E in both shipments and revenue in the fourth quarter; simultaneously, it plans to increase the proportion of 321-layer NAND technology in South Korean domestic production capacity to over 50% to increase the supply of high-performance, high-capacity enterprise-grade solid-state drives.
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