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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 · China · Source: 钛媒体
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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.

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In-depth analysis
CommentarySK Hynix's Record Nasdaq Debut and a CEO Warning Signal a Memory Shortage With No Near-Term ExitCommentarySK Hynix's $26.5 Billion Nasdaq Debut Puts the AI Memory Trade on Wall Street
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SK Hynix chairman Choi Tae-won warns that the… · Slicast