SK Hynix CEO Guo Luzheng said the global memory chip shortage is likely to
persist through the end of 2030 and that oversupply risk is low because AI-era
demand has made memory chips less of a standardized commodity. He said he sees
no signs of oversupply or a pending memory downcycle as demand from AI customers
remains strong. If AI demand has peaked or a new downturn occurs, he warned
challenges could emerge but expects any future downcycle to be gradual — a slow
demand decline or stabilization rather than a sharp fall.
