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80/100 Bullish 13.07.2026 · 12:11 Finrend AI ⏱ 1 dk 👁 8 TR

SK Hynix CEO Predicts Worst Memory Shortage in History by 2027

Kwak Noh-jung, CEO of South Korean memory maker SK Hynix, has warned that the industry could face its most severe memory shortage ever by 2027. The executive stated that the rapid surge in demand for artificial intelligence and high-performance computing will create a serious imbalance in memory supply. Kwak Noh-jung noted that current investment cycles and production capacity expansions will be insufficient to meet the expected demand explosion, particularly in 2027. The company is reportedly focusing on next-generation high-bandwidth memory (HBM) and other advanced technology products in preparation for this period. The CEO emphasized that the supply-demand balance in the memory sector is more volatile compared to the overall growth rate of the semiconductor industry. Memory-intensive workloads in data centers and AI applications were cited as key factors triggering this shortage. SK Hynix's forecast may prompt other players in the sector to undertake similar capacity planning. However, the company announced that it will continue its strategic investments to maintain market share and meet customer demand during the shortage period. This is not investment advice.

📊 MU — Piyasa Yorumu

▲ up · 65%

The news reinforces expectations of supply tightness in the memory sector, which is positive for memory manufacturers such as MU. Technically, the price has risen by 5.3%, with the RSI at 47.7 in neutral territory, while the MACD is above the signal line and supports an upward trend. However, the price remains below both the 20-day and 50-day moving averages, indicating potential resistance in the short term. A short-term upward movement may be expected due to the news, but the current technical structure does not provide a full bullish signal.

RSI 14
47.7
MACD
1.48
24h Δ
5.33%

📊 NVDA — Piyasa Yorumu

▲ up · 70%

The news reflects expectations of a supply squeeze in the memory sector, creating a positive demand signal for companies using AI and high-performance memory, such as NVDA. Technical indicators confirm a strong upward trend: the RSI is approaching overbought territory at 72, but momentum continues; the MACD is above the signal line and positive; and the price is well above both the 20-day and 50-day moving averages. The 6.9% rise in the last 24 hours indicates that the market has quickly priced in the news. The upward trend is expected to continue in the short term, but caution is advised against a potential pullback as the RSI enters overbought territory.

RSI 14
72.6
MACD
3.31
24h Δ
6.93%

📊 AMD — Piyasa Yorumu

▲ up · 65%

The news reflects expectations of supply tightness in the memory sector, which could positively impact semiconductor companies like AMD. Technical indicators also support a strong upward trend: RSI at 61 is in the buying zone, MACD is above the signal line, and the price is above both the 20-day and 50-day moving averages. The 7% increase in the last 24 hours suggests momentum may continue. However, there is a risk of limited upside due to potential short-term overbought signals.

RSI 14
61.0
MACD
6.91
24h Δ
6.96%

📊 INTC — Piyasa Yorumu

■ neutral · 60%

Although the news creates expectations of a supply squeeze in the memory sector, it is not a direct catalyst for INTC stock. Technical indicators are weak: RSI at 41 is near the sell zone, and while MACD is below zero but above the signal line, momentum remains weak. The price is trading below the 20- and 50-day moving averages, indicating short-term pressure. Despite the positive news, the weakness in the technical structure and the weight of non-memory business segments make it difficult to determine a clear direction. Therefore, a neutral stance is recommended in the short term.

RSI 14
41.0
MACD
-1.66
24h Δ
-0.69%
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