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Memory Wafer Shortage to Persist Until 2030; SK Group Chairman Says Collaboration with Taiwanese Firms Is Foundation of Ecosystem

Summary by digitimes.com
Addressing the current surge in demand for high-bandwidth memory (HBM) driven by AI-accelerated computing, SK Group chairman Chey Tae-Won stated at Nvidia GTC 2026 on March 16, 2026, that the root cause of the memory shortage lies in "a lack of wafer capacity."

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Growing demand for artificial intelligence chips has already increased the cost of memory chips.

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The Straits Times broke the news in Singapore on Tuesday, March 17, 2026.
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