The memory shortage could be a much bigger problem than expensive RAM.
SK hynix CEO Kwak Noh-jung says the shortage could last through the end of 2030, there are still no clear signs demand is slowing.
SK hynix is also investing more than $4 billion in a new Indiana facility and plans to start mass-producing next-generation HBM4E there in Q3 2029.
This is not a small expansion, SK hynix has approved about $38.3 billion in investment through 2031, including major expansion in South Korea.