The supply of base wafers is lagging demand by more than 20%, says Chey.
“AI actually wants to have a lot of HBM, and once you make the HBM…we have to use a lot of wafers,” said Chey, “So we need some time to build up more wafers, at least four to five years. The current shortage could continue until 2030, so we expect more than a 20% shortage of the wafers,” Chey said.
SK Hynix is preparing to outline measures to help stabilise prices, said Chey.
“I cannot just announce right here, but I guess that our CEO is going to announce a new plan for how to stabilise the price of the DRAM,” Chey said.
The shift in production to HBM has resulted in a 
shortage of conventional DRAM and price rises of 3x to 4x in the last three months.
This has seen prices rise on laptops, smartphones, cars, datacentres and everything that uses semiconductor memory.
SK Hynix has a 57% share of the HBM market and a 32% share of the DRAM market.
