Speaking at the Korea Chamber of Commerce and Industry’s Jeju Forum, SK Group Chairman Chey Tae-won argued that the industry should focus on expanding memory supply rather than maximizing profits from the current shortage. His reasoning is simple—if AI-driven price increases begin to weigh on PC and smartphone makers, or encourage new competitors to enter the market, today’s supercycle could prove shorter than investors expect. Why SK Hynix Wants Lower Memory Prices Chey expects overall memory demand to rise by more than 50% to 60% next year, while AI-specific demand could climb by 60% to 100%. Despite that outlook, he…
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