SK Group chairman warns of RAM shortage until 2030

The chairman of SK Group has issued a bleak warning that the current RAM shortage could persist until 2030, expecting more than a 20% shortage of wafers. SK Hynix is developing a plan to stabilize RAM prices.

The chairman of SK Group has delivered a stark assessment of the RAM market, predicting prolonged supply constraints. In comments reported by TechRadar, he stated that 'the current shortage could continue until 2030, so we expect more than a 20 percent shortage of the wafers.' This outlook underscores ongoing challenges in semiconductor wafer production affecting RAM availability. The warning highlights a 'RAM crisis' amid persistent shortages. Separately, SK Hynix, a major subsidiary of SK Group, is working on a strategy to stabilize RAM prices, aiming to address market volatility. These developments were detailed in a TechRadar article published on 2026-03-18.

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Illustration depicting SK hynix's record Q1 profits from AI demand, with executives and glowing chips in a high-tech boardroom.
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SK hynix posts record Q1 operating profit of 37.61 trillion won

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SK hynix reported record Q1 sales of 52.58 trillion won and operating profit of 37.61 trillion won ($25.42 billion) on Thursday. The figures marked year-on-year increases of 198 percent in sales and 405.5 percent in operating profit, driven by strong AI infrastructure demand. Net profit also hit a record 40.34 trillion won ($27.3 billion).

Seventeen plaintiffs have filed a class action lawsuit against Samsung, SK Hynix and Micron Technology, alleging the companies colluded to limit RAM supply and raise prices.

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Apple CEO Tim Cook stated that high memory costs will significantly impact the company's business in coming quarters. He highlighted supply constraints during the latest earnings call despite strong revenue growth. The issue stems from skyrocketing RAM prices driven by AI data center demand.

Huawei announced it aims to produce advanced chips matching 1.4-nanometer standards by 2031. The claim came during a semiconductor symposium held in Shanghai.

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Samsung Electronics discussed expanding sales of high-bandwidth memory chips and long-term supply deals during a recent strategy meeting chaired by its Device Solutions Division head.

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