SK Hynix Chairman Forecasts Worst Memory Shortage Next Year Amid 77x AI Agent Demand Surge

SK Hynix CEO warns of peak memory scarcity next year as AI ecosystem demand doubles. HBM shortages drive tech giants to secure long-term contracts, with agent usage projected to rise 77-fold in five years.

Woofun AI reports that SK Hynix Chairman Chey Tae-won stated the most severe memory shortage in history could occur next year. He noted that current AI ecosystem demand has surpassed SK Hynix's supply capacity, with customers requesting nearly double their previous volumes. Expanding production capacity requires four to five years, creating intense competition for AI chips. Tech giants are securing long-term HBM contracts in South Korea due to severe shortages. Chey Tae-won predicted AI agent usage could grow by 77 times within five years.