SK Hynix delays memory shortage relief to 2030

The author argues that the current memory shortage and component crunch facing the digital infrastructure industry is only the beginning, and supply chain crises will likely worsen and spill over into other hardware. SK Hynix has reportedly pushed back its projection for alleviating memory woes from 2028 to 2030, while potential upcoming crises involve optical transceivers, glass substrates, and networking controllers. The author cautions that component access remains the ultimate threat to the AI boom, impacting everything from enterprise data centers to consumer gaming hardware. Open article →