[SK Hynix CEO: Storage shortage will continue until the end of 2030 HBM demand will not plummet even if there is a down cycle] On August 28, SK Hynix CEO Guo Luzheng said at a press conference, "We expect the current market conditions to continue until the end of 2030. At present, we have not seen any clear signal that indicates that the market will enter a down cycle." Guo Luzheng also pointed out that even if the storage market ushered in a down cycle in the future, there have been The possibility of a sharp decline is also extremely low: "In the past multiple down cycles, the storage business was 100% a commodity, and manufacturers mainly competed with each other by expanding production capacity. But for HBM, customers and semiconductor manufacturers jointly participate in chip research and development, and both parties must work closely to maximize performance, which makes market demand easier to predict."