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SK Hynix chairman Choi Tae-won warns that the most severe memory shortage since 2022 will erupt in 2027 due to explosive AI-driven demand.
The projected HBM and DRAM tightness will force hyperscalers to lock in multi-year supply agreements earlier than planned, compressing vendor negotiation windows.
Trade pressSlicast · August 17, 2026 at 01:44 UTC · China · Source: 钛媒体
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