SK Hynix Chair: Doubling Capacity in 5 Years Won't Meet AI Demand
ryanshrout · x · 2026-07-11
During a conversation with analysts, SK Hynix Chairman Chey stated that even if the company doubles its capacity over the next 5 years, it will still fall far short of meeting AI memory demands. He believes that forecasts predicting capital expenditures to exceed $10 trillion by 2030 are actually conservative.
Related event: SK Hynix Executives Warn AI Memory Demand Far Exceeds Capacity(6 posts)→
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