SK Group Chair Chey Tae-won says memory chip makers are expanding capacity but are unlikely to match demand until around 2030; basic wafer supply lags by 20%+ (Yoolim Lee/Bloomberg)
Techmeme [Unofficial]
March 17, 2026
Yoolim Lee / Bloomberg: SK Group Chair Chey Tae-won says memory chip makers are expanding capacity but are unlikely to match demand until around 2030; basic wafer supply lags by 20%+ — A global shortage of memory chips is likely to persist another four to five years because of endemic constraints in semiconductor production …
Discussion in the ATmosphere