SK Group Chairman Chey Tae-won stated that the global shortage of AI memory chips is so severe that foreign governments are intervening on behalf of their industries, anticipating similar pressure on Seoul. He urged SK Hynix to accelerate capacity expansion both domestically and internationally, describing current memory prices as "abnormal" and warning of potential new competitors and geopolitical retaliation from sustained high prices.
AI memory chip supply is now a geopolitical concern, with governments actively intervening to secure allocations, increasing pressure on suppliers like SK Hynix to expand capacity.