On August 13, SK hynix chairman Choi Tae-won warned that AI-driven storage demand is in a breakout period. Customers generally require delivery volumes close to about twice the level seen previously, and building new production capacity may take 4 to 5 years. It is expected that in 2027 there could be the most severe storage-chip shortage ever. High-bandwidth storage such as HBM has become a critical bottleneck for AI computing, and tech giants are accelerating efforts to secure long-term supply agreements. Driven by this, SanDisk’s stock price surged more than 13% on the same day, while SK Group—the parent company of SK hynix—also rose in tandem. AI compute demand is expanding from GPUs to the storage side, and market attention continues to focus on the semiconductor industry supply chain’s outlook. $SKHynix $SanDisk for reference only and does not constitute investment advice.