Business & Finance
SK Hynix warns memory shortages may last through 2030, keeping prices high
SK Hynix says DRAM and HBM output is sold out through 2029, and long-term buyer contracts allow market-based price increases.
The short version
- SK Hynix warned that RAM and flash memory shortages are likely to last through at least 2030, keeping prices high.[9to5Mac]
- SK Hynix said on an earnings call that DRAM and HBM production is effectively sold out through 2029.[9to5Google]
- Apple is believed to be one of 14 customers with priority orders, but those long-term deals allow market-based price increases.[9to5Mac]
- Apple said in June it was trying to mitigate price increases but had been unable to do so.[9to5Mac]
Key facts
- SK Hynix warned that RAM and flash memory shortages are likely to last through at least 2030.[9to5Mac]
- SK Hynix confirmed on an earnings call that DRAM and HBM production is effectively sold out through 2029.[9to5Google]
- Apple is believed to be one of 14 customers holding priority orders with SK Hynix.[9to5Mac]
- SK Hynix's long-term deals with 14 tech customers allow for market-based price increases.[9to5Mac]
- Apple said in June that it was trying to mitigate price increases but had been unable to do so.[9to5Mac]
What remains uncertain
- Apple's inclusion among the 14 priority-order customers is reported as a belief, not a confirmed fact.[9to5Mac]
- The reporting does not say how much memory-related cost increases would affect Apple's product prices.[9to5Google · 9to5Mac]
Sources
Outlet counts describe coverage, not independent confirmation. Reports may share a wire service or original source.