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SK Hynix has said it sees a memory shortage lasting into 2030, lifting Lam Research shares.
A memory shortage extending to 2030 implies sustained constraints on HBM and DRAM capacity, supporting long-cycle demand for wafer-fab equipment suppliers such as Lam Research.
Trade pressSlicast · October 31, 2026 at 09:26 UTC · US · Source: ad-hoc-news.de
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