SK Hynix CEO Kwak Noh-jung said the global memory chip shortage is expected to last until the end of 2030, citing sustained demand from AI customers and a low risk of oversupply. He said memory chips in the AI era are no longer "simply standardized commodities," reducing the likelihood of a traditional supply glut. Kwak said he does not see signs of oversupply or an imminent memory downcycle despite market concerns over an AI investment bubble. He added that even if another downturn emerges after the AI peak, it is more likely to be a gradual slowdown or demand plateau rather than a sharp decline.