SK Chairman Says AI Memory Demand Outpaces Supply, Explores U.S. Fab

SK7.70%
SK Hynix-0.27%
SKHYV-0.47%
According to Asia Economy Daily, SK Chairman Chey Tae-won said on July 10 in New York that AI memory chip demand is growing faster than supply capacity. SK Hynix is considering building production facilities outside South Korea, potentially including the United States, if conditions are met. The chairman cited power supply, water, and large-scale land as essential requirements for any fab construction, emphasizing that current U.S. investment decisions are driven by customer demand rather than political pressure.
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