# Memory supply won't meet demand until next decade, Andrew Curran says

> Original title: They said on the last earnings call, and again today, that memory supply will not meet demand until the next decade, and possibly beyond....

- Source: Andrew Curran
- Published: 2026-10-28T00:07:05.000Z
- Bad Influence: https://badinfluence.news/items/g7o4xf57xika1q9sktw4dh47d
- Original: https://x.com/AndrewCurran_/status/2115233858430144696

## Summary

Andrew Curran says memory suppliers said on their latest earnings call and again today that supply will not meet demand until the next decade, possibly longer. He says memory prices are unlikely to fall, so waiting for lower prices may be a worse choice than buying now. A quoted post says SK hynix expects demand to outpace supply through 2030.

## Post

They said on the last earnings call, and again today, that memory supply will not meet demand until the next decade, and possibly beyond. Don’t expect prices to drop. And if you're waiting for them to come down, it's honestly probably better to just bite the bullet.

![](https://badinfluence.news/api/img-proxy?u=https%3A%2F%2Fpbs.twimg.com%2Fmedia%2FHVrR-8YbYAArYlz.jpg&mode=thumb&exp=1793404800&sig=8a074c519d46d19f)

## Quoted post @jukan05

> SK HYNIX: EXPECTS DEMAND TO OUTPACE SUPPLY THROUGH 2030

https://x.com/jukan05/status/2115226103585644912