
SK Group Warns Chip Wafer Shortage Could Last Until 2030 Amid AI Boom
SK Group chairman Chey Tae-won says global chip wafer shortages may persist until 2030 due to rising AI demand, as SK Hynix explores strategies to stabilize memory prices.
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SK Group chairman Chey Tae-won says global chip wafer shortages may persist until 2030 due to rising AI demand, as SK Hynix explores strategies to stabilize memory prices.

SK Hynix accelerates HBM production to meet surging AI memory demand, commanding 62% market share. With $650B in US AI spending and sold-out 2026 stock, profits could exceed $100B won.

Samsung Electronics hits a new high as HBM4 chip prices rise 20–30% above previous models. Learn how AI demand is boosting profit outlooks for Samsung and SK Hynix heading into 2026.

Samsung Electronics and SK Hynix alert that AI demand is straining memory chip supplies for consumer devices. Learn how the shift to HBM production for AI servers is causing DRAM shortages, price increases, and a projected 4.9% PC market contraction in 2026.