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SK Group chairman: The demand for memory chips next year is expected to grow by at least 50% to 60%, and the supply-demand gap may further widen.

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Mars Finance news: On July 19, South Korea’s Maeil Business News reported that SK Group Chairman and Korea Chamber of Commerce and Industry chairman Choi Tae-won said that driven by AI expansion, next year’s AI semiconductor demand is expected to grow by at least 60% to 100% compared with this year, and overall demand for memory chips will also increase by at least 50% to 60%. Choi said the additional supply each company can add next year is very limited, and the supply-demand gap may further widen. He said that currently, companies worldwide are competing for memory chip supply. He added that existing capacity expansion plans are still not enough to meet rapidly growing demand. SK’s current strategy is “build everywhere it can be built,” but equipment, personnel, and construction timelines still constrain the release of capacity. He also noted that current memory chip prices have deviated from the normal range, and PC and smartphone manufacturers cannot continuously pass rising costs on to consumers. Semiconductor companies should not restrict supply to maintain high prices; even if profit margins decline somewhat, they should expand production and grow the market. Otherwise, excessively high prices may attract new competitors and prompt government intervention in various countries. Choi also said that the AI industry is facing shortages of key infrastructure such as GPUs, storage, and power, and new bottlenecks may emerge in the future. Regarding the possibility of a stock split by SK hynix, he said it has not been thoroughly studied yet and that the adjustment mechanisms for local Korean stocks and US depositary receipts should be evaluated together.
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