DRAM Module Market Jumps 59%; Shortage May Last Until 2028

Reports say the DRAM module market jumped 59% and the memory shortage could persist until 2028. A longer shortage would strengthen SK Hynix's pricing power and earnings visibility in DRAM and HBM, supporting medium- to long-term results and valuation; it also reinforces the memory supercycle narrative near term, so both short- and long-term impacts are positive.

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