SK Group Chairman Chey Tae-won stated that demand for AI semiconductors is expected to increase by 60-100% next year, with overall memory semiconductor demand growing by 50-60%. Chey added that virtually no company will see a meaningful increase in supply next year, leading to a significant widening of the supply-demand gap and "utter chaos" in the memory market.
Memory and AI semiconductor supply will remain critically constrained through next year, intensifying the scramble for chips and driving prices higher.