SK Hynix locks in half its output through 2028 as memory shortage extends to 2030
Source: The Register
SK Hynix is converting structural chip scarcity into contractual leverage, securing 14 major buyers (likely cloud hyperscalers and AI infrastructure players) for over half its production years in advance. The move transforms what looks like a supply problem into a pricing and margin advantage. The semiconductor industry has shifted from cyclical shortage to managed scarcity economics, where capacity constraints become permanent negotiating features rather than temporary bottlenecks that eventually resolve.