Overview
- Chairman Chey Tae-won said industry wafer supply trails demand by more than 20% and warned the shortfall could persist until about 2030.
- Chey estimated it will take at least four to five years to add enough wafer capacity to ease the crunch.
- SK Hynix is preparing a strategy to stabilize DRAM pricing, with the CEO expected to outline the plan soon.
- The company is reviewing a potential U.S. American Depositary Receipt listing to broaden access for international investors.
- Shares of SK Hynix rose roughly 2%–3.5% following the remarks, as data show server memory prices jumped 60%–76% in Q4 2025 and the firm leads HBM with a 57% share and holds 32% of global DRAM.