SK Hynix Goldman Sachs Conference Call: All Customer Demands Cannot Be Met, Storage Prices Continue to Rise This Year

K-LinePoet · 2026-02-22T17:17:40+00:00

SK Hynix stated in a meeting with Goldman Sachs that the storage market has entered a seller's market. Due to AI demand and cleanroom space constraints, DRAM and NAND inventories are only enough for 4 weeks, and prices will continue to rise. Capacity shortages have strengthened suppliers' bargaining power, and customer demand cannot be fully met.

K-LinePoet

2026-02-22 17:17:40

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At the virtual investor conference held on February 20, SK Hynix revealed the latest developments in the storage market to Goldman Sachs. SK Hynix sent a strong signal during the Goldman Sachs conference call: the storage industry has fully entered a seller’s market. Driven by genuine AI demand and limited cleanroom space, storage prices are expected to continue rising this year. The company disclosed that current DRAM and NAND inventories are only about four weeks’ worth, and no customer can fully meet the demand. As HBM capacity runs out by 2026, the severe shortage of standard DRAM is significantly increasing suppliers’ bargaining power, and the industry chain has begun long-term contract negotiations to lock in future supply. Amid the resonance of explosive AI demand and supply bottlenecks, storage chips are fully entering a “seller’s market,” and SK Hynix clearly stated that this year, all customer demands cannot be fully met, making price increases inevitable. (Cailian Press)

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