The market for exchange-traded funds focused on the storage sector is showing positive momentum.

At the time of writing, the leveraged ETF tracking Samsung Electronics (07747) has gained 5.55%, reaching HK$237.8.

Similarly, the ETF tracking SK Hynix (07709) is up 3.56%, trading at HK$144.05.

This movement follows recent comments from SK Group's Chairman, who highlighted at a major industry conference that a global supply gap for memory chips is projected to persist until 2030.

To address this long-term imbalance between supply and demand, SK Hynix is undertaking a significant capital expenditure program.

This involves acquiring advanced manufacturing equipment, including EUV lithography machines, to support a major capacity expansion.

The company has initiated a substantial plan to double its memory chip wafer production capacity over the next five years.

This strategic move aims to meet the robust and sustained demand for memory chips driven by the global build-out of artificial intelligence infrastructure.

In a related analysis, JPMorgan has noted that the financial outlook for the memory chip sector has strengthened further since corporate earnings calls in March.

The bank anticipates that tight supply conditions for high-bandwidth memory, DRAM, and NAND flash will extend well beyond 2026.

This perspective supports a positive view on the future prospects of the memory chip industry.