On August 30th, SK Hynix CEO Kwak Noh-Jung stated that the global shortage of memory chips is expected to persist until the end of 2030, with a low risk of oversupply. He explained that in the AI era, memory chips are no longer just standardized commodities. Despite market concerns about an AI investment bubble, Kwak noted that there are currently no signs of oversupply or a downturn in the memory market, as demand from AI clients remains strong. He further pointed out that challenges may emerge if AI development peaks or if a downturn occurs in the future. However, he believes that future downturns will differ from past ones—even if they occur, they will not involve a sharp decline in demand but rather a gradual decrease, possibly even stabilizing.