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Most Read – Honda cancels EVs, IBM quantum blueprint, Elon Musk fab

What happened

SK Group Chairman Chey Tae-won forecasts the memory shortage, driven by AI demand for HBM, will persist for 4-5 years due to a >20% deficit in base wafer supply. The shortage is expected to continue until 2030. Bullish: This signals prolonged supply constraints for HBM and related memory components.

Impact and signal

High impactImpact score: 88/100

Affected components and suppliers

HBMBase Wafers

SK Hynix

shortagecapacity-constraintAI-demand

Source and time

Source: Electronics Weekly · 3/20/2026 · View original source

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[News] South Korea’s Chip Exports to China Surge 243% YoY in May as Beijing’s AI Push Fuels Memory DemandTrendForce · 6/2/2026
RAMmageddon? AI-driven memory shortage sends DRAM prices 'parabolic'DigiTimes Asia · 2/16/2026
SK Group chairman says memory chip shortage will last until 2030 — wafer supply trails demand by 20%Tom's Hardware · 3/18/2026
Memory shortage to last 4-5 years says SK bossElectronics Weekly · 3/16/2026
SK Hynix to double capacity over next 5 years, as Nvidia CEO leaves 'Please make more' note on Computex boothDigiTimes Asia · 6/2/2026
RT NEWS: 🤔 South Korea's chip story is becoming one of value over volume. Export volume dropped 11.9% YoY, yet revenue surged more than 2.7x as dem...TrendForce Official (Market Data) · 6/11/2026

Most Read – Honda cancels EVs, IBM quantum blueprint, Elon Musk fab

What happened

Impact and signal

Affected components and suppliers

Source and time

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