[News] SK Chair Sees Memory Shortage Through 2030, Eyes Capacity Doubling and Stronger TSMC, Taiwan Ties

What happened

SK Group Chairman expects memory supply tightness to persist through 2030 and plans to double total wafer capacity over the next five years. This move aims to address surging AI demand and strengthen partnerships with TSMC and NVIDIA for next-gen HBM4E. Bullish for memory pricing in the short-to-medium term, though long-term capacity doubling warrants monitoring.

Impact and signal

Affected components and suppliers

Source and time

Source: TrendForce · 6/1/2026 · View original source