NuAxiSemiconductor trade intelligence

Memory wafer shortage to persist until 2030; SK Group chairman says collaboration with Taiwanese firms is foundation of ecosystem

What happened

SK Group Chairman Chey Tae-Won stated at Nvidia GTC 2026 that the memory shortage will persist until 2030 due to a lack of wafer capacity driven by AI computing demand. This supply constraint highlights the need for collaboration with Taiwanese firms. Bullish: The extended shortage duration supports sustained price increases for HBM and memory chips.

Impact and signal

High impactImpact score: 92/100

Affected components and suppliers

HBMMemoryDRAMNAND Flash

SK GroupSK Hynix

shortagecapacityHBM2030

Source and time

Source: DigiTimes Asia · 3/17/2026 · View original source

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Memory wafer shortage to persist until 2030; SK Group chairman says collaboration with Taiwanese firms is foundation of ecosystem

What happened

Impact and signal

Affected components and suppliers

Source and time

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