SK Hynix warns of severe storage shortage next year as AI demand nearly doubles
创业邦 · wechat · 2026-08-15
Summary of hardware and infrastructure news:
- Storage Shortage: SK Hynix Chairman Chey Tae-won warned of a severe "storage famine" next year due to surging AI demand, with customers requesting nearly double the supply.
- Smart Glasses Growth: A report by RUNTO shows China's smart glasses market sales reached 909,000 units in H1 2026, up 85.5% YoY; revenue hit 1.88 billion RMB, nearly doubling.
- Robotics Venture: A new tech company involving Zhongqing Robotics was established to focus on R&D and sales of intelligent robots and UAV manufacturing.
- Jiangsu Commercial Space: Jiangsu province released a three-year action plan aiming for key commercial space enterprises to reach 60 billion RMB in annual output by 2028, with deepened AI applications.
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