Source: @The Economic Daily News Weibo

#SK Hynix Warns of Worsening Chip Shortage Next Year# 【SK Hynix Chairman: AI customer demand is nearing a doubling; next year could see the most severe “storage shortage”】#Next year could see the worst storage shortage in history# On August 13 local time, SK Hynix Chairman Choi Tae-yong said that storage demand driven by AI is exploding. The supply quantities required by customers are generally approaching nearly twice the level of earlier periods, while new capacity construction may take 4 to 5 years. It is expected that in 2027, the most severe storage-chip shortage in history could occur. He said that storage such as HBM has become a key limiting factor for producing AI computing equipment, and tech giants are securing long-term supply agreements in advance. Choi also said that NVIDIA is currently SK Hynix’s most important customer, but the company also supplies to hyperscale cloud providers such as Google and Microsoft. As of press time, SK Hynix was down 0.65%, Google was up 0.26%, and Microsoft was down 0.24%. (Economic Daily News, Zeta)