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Comment by pogue

Well, they said it again ¯\_(ツ)_/¯

The company assessed that supply, on the other hand, is not keeping pace with the growth of the market. Given technical difficulty of leading-edge processes and the long lead time required to build new production facilities, it expects the structure in which demand exceeds supply to persist through 2030.[1]

[1] https://news.skhynix.com/en/q3-2026-business-results/

parent pogue 3 days ago

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