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Medium2026-09-18Short term · Leans positiveLonger term · Leans positive

Chen Liwu Warns Memory Shortage to Worsen Next Year; Micron, SK Hynix ADRs Jump Over 4%

Chen Liwu warned that the memory shortage will worsen next year, which the market read as tightening supply-demand and rising prices, sending Micron and SK Hynix ADRs up more than 4%. The shortage outlook directly benefits SK Hynix's pricing power and earnings prospects, supporting the stock short term and offering meaningful earnings leverage if tightness persists.

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

Related coverage · 1 related reports

  • news.cnyes.com · 09-18 07:02 KST
    Chen Liwu Warns Memory Shortage to Worsen Next Year; Micron, SK Hynix ADRs Jump Over 4%

    Industry heavyweight Chen Liwu warned of a worsening memory supply shortage next year, reinforcing expectations of higher prices and an upcycle, sending Micron and SK Hynix ADRs up more than 4%. If tight supply materializes, Hynix earnings and share-price upside could expand, though capex pace and demand realization remain risks.

Chen Liwu Warns Memory Shortage to Worsen Next Year; Micron, SK Hynix ADRs Jump Over 4% · Hynix Board