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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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At this point, they can say that the crisis will continue indefinitely as they keep to pushing the date.
Plus the reality is most of the data centers they are planning to build aren't even ever going to break ground, let alone have hardware in them. Meaning all that hardware stock they have pre-contracted is moot. Plus plus the fact that they're pre-selling hardware that they haven't even procured raw materials for to manufacture, I can't see even half of these "sales" to become cold hard cash in their bank accounts.