HBM Shortage to Last Through 2028; US Broker Picks SK Hynix as Top Memory Name

A US brokerage reported that the HBM shortage will persist through 2028 and named SK Hynix its top pick in the memory sector. This reinforces expectations of a prolonged HBM upcycle, likely boosting SK Hynix shares and cementing its leadership in AI memory.

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