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SK Choi Taeywon: Next year, AI chip demand will surge by as much as 100%, with virtually no new supply, and the storage market is in “utter chaos”
He revealed that as global consortiums and tech giants compete to secure chip supply, companies are currently bearing large amounts of lobbying and enormous pressure. He emphasized that memory chip supply is no longer simply a business issue for companies, but directly related to national security. He pointed out that governments in each country must find ways to secure chips for their domestic companies in order to keep production running. He said that the current pressure mainly concentrates at the corporate level, but he believes that South Korea in the future may also face pressure from other countries.