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Chey Tae-won warns HBM shortage through 2030, doubles SK hynix capacity plan - CHOSUNBIZ - Chosunbiz

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biz.chosun.com 2026-06-02 Chosunbiz

By Choi Hyo-jung Published 2026.06.02. 16:39 Updated 2026.06.02. 16:39 Chey Tae-won, chairman of SK Group, projected that a memory supply shortage, including high-bandwidth memory (HBM), will continue through 2030 as demand for memory surges with the spread of artificial intelligence (AI). He also unveiled a plan to double SK hynix's wafer production capacity within the next five years to respon

HBM shortage AI development Semiconductor capacity expansion SK Hynix AI data centers TSMC partnership NVIDIA Memory demand growth

Intel leans on LPDDR5X to dodge global HBM crisis, leaked Crescent Island AI GPU pics reveal massive Xe3P core — chip sidesteps HBM shortage with 160GB of cheaper memory - Tom's Hardware

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www.tomshardware.com 2026-05-21 Tom's Hardware

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Intel’s Crescent Island PCB Leaks, Showing a Massive Xe3P GPU, 16-Pin Connector, 160GB LPDDR5X as Intel Sidesteps the HBM Shortage - Wccftech

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wccftech.com 2026-05-20 Wccftech

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SK Hynix’s $942 Billion Milestone: How a Samsung Strike and HBM Shortage Inverted the Chip Hierarc - AD HOC NEWS

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www.ad-hoc-news.de 2026-05-15 AD HOC NEWS