It blew up! Memory chips are in short supply—are they actually going to last beyond 2030?

Just saw the latest remarks from the CEO of SK hynix. This round of storage supply shortages isn’t a short-term cycle—it’s a hard trend stretching out to after 2030.

The AI compute surge is driving data centers to aggressively stock up, with top-tier customers all signing long-term contracts to lock in production capacity. Downstream PCs, smartphones, and cars are all starting to feel the pinch.

We figured out the industry logic early on—the timing is steady, the direction is clear. We’re following the big trend and progressing step by step, and we’re fully clear on what we’re doing every step of the way. #SNDK $SNDK ‌