Skip to main content

NuAxiSemiconductor trade intelligence

SK Hynix to double capacity over next 5 years, as Nvidia CEO leaves 'Please make more' note on Computex booth

What happened

SK Hynix announced a five-year plan to double overall production capacity to address an AI-driven global memory shortage. The expansion involves deepened strategic cooperation with TSMC. Watch: Long-term supply will increase, but current tight market conditions persist.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

MemoryDRAM HBM

SK Hynix TSMC Nvidia

capacity-expansionshortageAI-demandstrategic-alliance

Source and time

Source: DigiTimes Asia · 6/2/2026 · View original source

Open the NuAxi live feed →

Real-time pricing, supply signals and AI analysis for semiconductor traders

Memory wafer shortage to persist until 2030; SK Group chairman says collaboration with Taiwanese firms is foundation of ecosystemDigiTimes Asia · 3/17/2026
SK hynix CEO Says Memory Shortage Will Last Through 2030TechPowerUp · 8/30/2026
Top cloud providers to outspend Ireland's GDP on AI in 2026The Register · 2/26/2026
Commentary: Memory boom driven by DRAM now, but HBM will decide futureDigiTimes Asia · 6/4/2026
[News] SK Chair Sees Memory Shortage Through 2030, Eyes Capacity Doubling and Stronger TSMC, Taiwan TiesTrendForce · 6/1/2026
[News] PSMC Reportedly Secures Intel EMIB Certification for Silicon Capacitors, Eyes 10K 12-inch Wafer Capacity by 2027TrendForce · 7/14/2026