Chairman Chey Tae-won stated that current memory price levels are abnormal and unsustainable for PC and mobile-device makers, advocating for increased supply to expand the overall market and deter new competitors or government intervention. However, he noted that expanding advanced AI memory supply is difficult due to enormous investment, long lead times, and shortages of equipment and skilled personnel, leading to concerns that prices may rise further.
Advanced AI memory supply remains severely constrained by capital, time, and equipment, forcing downstream industries to absorb abnormal costs or face further price hikes.