SK Group Warns Memory Demand Will Shift if DRAM Supply Stays Tight

Posted on
SK chairman Chey Tae-won says customers will optimize to use less memory unless DRAM supply expands, even as AI buyers keep pulling capacity.

Quick Report

SK Group chairman Chey Tae-won warned that if DRAM makers do not expand supply fast enough, customers will start optimizing their software and infrastructure to use less memory. The remarks come as AI builders, hyperscalers, and accelerator vendors keep absorbing large amounts of DRAM capacity.

Chey pointed to the long lead times for new fabs and mentioned SK hynix's order for about 20 Low-NA EUV tools from ASML, but also noted that much of that capacity is still years away. The practical result is a tighter market for longer, with buyers likely to squeeze memory use through smaller precision formats and better efficiency work while supply remains constrained.

Written using GitHub Copilot GPT-5.4 mini in agentic mode instructed to follow current codebase style and conventions for writing articles.

Source(s)