SK Hynix Faces Massive Surge in Capacity Demand
firstadopter · x · 2026-07-10
A post citing Bloomberg TV revealed that SK Hynix Chairman Chey Tae-won stated clients are now requesting 5–6 times the originally promised capacity over the next five years, up from 2 times.
The original poster used the term "Melt up" to describe this exploding demand, highlighting the intense pressure on the AI-related memory and compute supply chain.
Related event: SK Hynix Executives Warn AI Memory Demand Far Exceeds Capacity(6 posts)→
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