Chip shortage to 2030
SK Group and SK Hynix warn the global memory chip shortage will persist through 2030, with wafer supply trailing demand by roughly 20%—AI demand is being cited as the driver. This isn’t just a supply problem; vendors are prioritizing high‑margin AI parts, forcing engineers to rethink memory and procurement assumptions for backend fleets. (tomshardware.com) (computerworld.com)
Chey Tae‑won made the remarks to reporters on the sidelines of NVIDIA’s GTC conference in San Jose on March 16, 2026. (money.usnews.com) He said it takes “at least 4 to 5 years” to secure additional wafer capacity, citing long lead times for building production lines and tooling. (businesskorea.co.kr) Chey confirmed SK Hynix is actively reviewing a U.S. American Depositary Receipt (ADR) listing as part of efforts to broaden its investor base. (m.theinvestor.co.kr) The SK Group chairman indicated SK Hynix’s leadership plans include a forthcoming announcement from CEO Kwak Noh‑jung on measures to stabilise DRAM prices. (businesskorea.co.kr) SK Hynix used GTC to highlight its high‑bandwidth memory (HBM) technology and related products in public demos and partner booths during the event. (trendforce.com) Shares of SK Hynix traded higher in Seoul the next session, moving roughly in the mid‑single‑digit percentage range on the news and remarks. (economictimes.indiatimes.com) Chey said Korea already has “an established foundation” for faster capacity responses and emphasised that building fabs outside Korea would take comparable multi‑year timelines. (businesskorea.co.kr)
