SK hynix projects HBM market to be worth tens of billions of dollars by 2030 — says AI memory industry will expand 30% annually over five years

SK Hynix sees the AI-focused High Bandwidth Memory market growing about 30% each year to 2030, approaching $98B. Holding 70% share, it's banking on custom designs, HBM4, and U.S. expansion to keep its edge-despite looming oversupply, rising competition, and the uncertainty of trade politics.