SK Hynix Signs 14 Buyers to Lock Up Over Half of Its 2027 and 2028 Memory Output, Sees Shortage Through 2030

SK Hynix told analysts on its Q3 call that the memory market will remain undersupplied through at least 2030 given AI capex trajectories. The company has signed long-term agreements with 14 major customers — including global cloud providers — that already cover more than 50% of its total production capacity for 2027 and 2028. The disclosure extends Hynix's prior multi-year shortage framing by several years and locks a majority of near-term output to hyperscale AI buyers before capacity even comes online.