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Medium2026-10-27Short term · NeutralLonger term · Leans negative

Expert: Memory Shortage to Last Through 2027, Reverse in H1 2028

An expert expects the memory shortage to persist through 2027 and reverse in the first half of 2028. The extended shortage supports SK hynix's near-term pricing and earnings, but the 2028 reversal view flags cycle-peak risk, pressuring longer-term valuation.

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

Related coverage · 1 related reports

  • 鉅亨號 · 10-27 19:03 KST
    Expert: Memory Shortage to Last Through 2027, Reverse in H1 2028

    A memory expert said the DRAM shortage will run through end-2027 and reverse in H1 2028, spotlighting SK hynix and CXMT. For the stock, the prolonged shortage supports a high-price cycle and earnings upgrades, but the 2028 reversal timing flags cycle-peak risk and valuation rotation.

Expert: Memory Shortage to Last Through 2027, Reverse in H1 2028 · Hynix Board