At its Q3 2026 earnings announcement on Wednesday, SK hynix said, "Considering factors such as the increasing technical difficulty of advanced process technologies and the lead time required for building new production facilities, it appears that an environment where memory supply falls short of demand will persist for a certain period."
The company added, "We expect this phenomenon to continue through 2030."
It further explained, "Despite high demand, the realizable demand for next year, taking into account actual supply conditions, is expected to remain at a level similar to that of this year."
The company noted, "We anticipate that the favorable market environment will serve as a strong foundation supporting our performance growth next year as well."
The company said, "AI (artificial intelligence) investment and demand intensity appear sufficiently robust, based on actual business results and the diversification of investment entities. We also project that the memory market will continue to experience a structural supply-demand imbalance, where demand overwhelms supply, for the time being."
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