The company assessed that supply, on the other hand, is not keeping pace with the growth of the market. Given technical difficulty of leading-edge processes and the long lead time required to build new production facilities, it expects the structure in which demand exceeds supply to persist through 2030.[1]
Yeah, they said that 2 months ago (67 points, 82 comments) https://news.ycombinator.com/item?id=49506805
Well, they said it again ¯\_(ツ)_/¯
The company assessed that supply, on the other hand, is not keeping pace with the growth of the market. Given technical difficulty of leading-edge processes and the long lead time required to build new production facilities, it expects the structure in which demand exceeds supply to persist through 2030.[1]
[1] https://news.skhynix.com/en/q3-2026-business-results/
Some earlier discussion: https://news.ycombinator.com/item?id=50276235