SK Hynix expects memory demand to remain above supply through 2030. The South Korean chipmaker generated record quarterly revenue of 104.6155 trillion won in the third quarter of 2026, surpassing 100 trillion won for the first time. Performance was driven by high-bandwidth memory, server DRAM and enterprise SSDs, as artificial intelligence data centers increased demand. The company expects 2027 to be the year of the tightest shortage, while long-term agreements with 14 customers already cover more than 50% of its planned production capacity for 2027 and 2028.
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