Source: Slashdot: Hardware
SK Hynix's CEO is signaling that the current memory glut masking underlying demand will reverse into structural scarcity by 2027, with shortages potentially persisting for years—a stark reversal from today's oversupply narrative that has crushed chip maker margins. AI infrastructure buildout and data center expansion are already straining memory supplies. If SK Hynix is right, the industry faces a decade of alternating feast-famine cycles that will give dominant chipmakers like Samsung and TSMC disproportionate pricing power and lock customers into long-term supply agreements. The warning also suggests capex discipline among memory makers is cracking under competitive pressure, risking another boom-bust cycle that favors the largest, most-capitalized players.