Previously, the industry widely expected this wave of memory shortages to last until 2028. Choi Tae-won has now extended this timeline to 2030, indicating that the supply shortage in the market will be even more severe. AI has driven a significant surge in demand for High Bandwidth Memory (HBM). He stated bluntly that at least until 2030, memory will remain in a state of "continuous shortage." Taiwanese memory-related manufacturers are also optimistic about the market outlook. Li Pei-ying, General Manager of Nanya Technology, previously indicated that prices are rising month by month this quarter, with quotes for Q2 expected to show a sharp increase. The tight supply situation is unlikely to gradually improve until the second half of 2028 at the earliest.

https://money.udn.com/money/story/5612/9386494