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High2026-09-15Short term · Leans positiveLonger term · Leans positive

Bloomberg: DRAM Shortage May Last to 2030, HBM4 Prices to Rise Further

Bloomberg reports that the global DRAM shortage could persist until 2030, with HBM4 prices expected to rise further. This reinforces expectations of a prolonged supply-demand imbalance in memory chips, benefiting major makers like SK Hynix through stronger pricing power and earnings prospects. If the shortage continues, revenue and margins could improve, supporting the stock over the medium to long term.

Impact assessments are model-generated from public coverage, for reference only and not investment advice.

Related coverage · 1 related reports

  • money.udn.com · 09-15 13:02 KST
    Bloomberg: DRAM Shortage May Last to 2030, HBM4 Prices to Rise Further

    Bloomberg reports DRAM shortages could persist until 2030 and HBM4 prices may climb further. Tight supply plus AI demand bolster SK Hynix's pricing power and margins, reinforcing earnings-upgrade expectations and acting as a clear positive catalyst for the stock.

Bloomberg: DRAM Shortage May Last to 2030, HBM4 Prices to Rise Further · Hynix Board