SK Hynix warns of severe memory shortage in 2027

SK Hynix warns that the AI boom could push the memory chip industry into its worst supply shortage ever in 2027.
That is a major signal for the semiconductor supply chain.
AI data centers are driving extreme demand for high-performance memory, especially around HBM and advanced DRAM products.
For $000660, the bigger story is that AI infrastructure demand may keep memory pricing and capacity tight for longer than expected.
The key question is whether chipmakers can expand supply fast enough without creating another boom-bust cycle.