The “memory shortage” narrative is kind of interesting. If SK hynix hits the rhythm with this expansion, by 2027 it could really turn into an oligopoly game.

SK Hynix-11.52%
SKHY-13.53%
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CoinNetwork
Crypto/web3 news: SK Hynix could be the next overlooked important stock in the AI stock space. As AI chip manufacturers see a surge in demand for memory chips, the global memory chip shortage has worsened, driving up prices for consumer electronics. SK Hynix holds an important position among the companies supplying memory chips. SK Hynix’s CEO, Guo Hao, has said it expects the world to face the most severe memory shortage by 2027. To meet continuously rising customer demand, SK Hynix plans a large-scale expansion, and the South Korean government also plans to double the country’s national memory chip production over the next five years.
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