SK Hynix warns that the global memory chip shortage may persist until around 2030. Despite ongoing industry efforts to expand production capacity, the rapid growth in demand for high-performance memory, driven by artificial intelligence, continues to outpace supply.
High Bandwidth Memory (HBM) has emerged as a critical component in the semiconductor supply chain. SK Hynix, a major global supplier of HBM, notes that demand remains strong due to the expansion of generative AI, large language models, and AI data centers.
The company is currently investing in new production facilities and advanced packaging capabilities. However, SK Hynix emphasizes that increasing capacity is a complex process limited by manufacturing technology requirements, equipment availability, construction timelines, and the need for skilled personnel.
The rise in AI infrastructure investment by major technology firms, cloud providers, and sovereign AI projects is driving the need for HBM and high-end DRAM. As AI models grow, the capacity requirements for HBM per GPU continue to increase, moving from HBM3 and HBM3E to future generations like HBM4.
SK Hynix maintains a leading position in the HBM market and serves as a key partner for companies like Nvidia. Industry analysts suggest that if the current growth trajectory of the AI sector continues, HBM and advanced packaging will remain significant bottlenecks in the global supply chain.
