Everyone is scrambling for memory chips, just like a war. - 36Kr

The global memory chip market is currently experiencing an unprecedented 'war,' with manufacturers scrambling to secure supply amid surging demand driven by AI growth. SK Hynix, a leading memory chipm... Read original →

The AI revolution is fundamentally reshaping the memory chip industry, with SK Hynix leveraging its HBM leadership to capture nearly half the global market. Its $72 billion fab expansion signals a long-term demand shift driven by AI agents, which are projected to grow tenfold in five years. This trend accelerates adoption of advanced nodes like 3nm and EUV, while pushing GPU and AI chipmakers to optimize system integration. However, overreliance on key clients such as NVIDIA and Google introduces concentration risks, and geopolitical tensions further complicate supply chain resilience. To mitigate these, SK Hynix is forging strategic alliances with TSMC, Microsoft, and others. Over the next 12–24 months, the memory market will enter a tight supply phase, with technological divergence and vertical integration becoming key differentiators for leading players.