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SK Hynix CEO Kwak Noh-jung told Bloomberg in New York, following the company's Nasdaq listing event, that the AI-driven memory chip shortage could persist beyond 2030, with customers increasingly locking in long-term supply contracts. Multi-year contracted demand improves pricing power and earnings visibility for HBM and DRAM suppliers, supporting SK Hynix margins and the broader Korean memory sector's re-rating. Watch whether long-term contract announcements with major AI customers materialize and whether capacity expansion plans from SK Hynix, Samsung, and Micron stay disciplined enough to sustain the tight supply narrative.
As a Market signal, watch whether it changes price action, volatility, or flows around 000660, 005930, MU.
Original Source: 블록미디어
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