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SK Hynix expect the hardware crisis to continue through 2030
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this post was submitted on 02 Nov 2026
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It won't be a flood into the market. The hardware makers are stuck in their contracts and I'm sure they'd much rather sell those GPUs/RAM on the open market since it's worth a lot more now than when the contract was signed.
It'll change nothing for about six months, then we'd see some temporary price drops until non-AI business start buying them up to do local inference.