AI memory shortage threatens to trigger geopolitical strain, warns SK Group chief

Short summary

SK Group Chairman Chey Tae-won warned that the global shortage of AI memory chips could become a geopolitical issue. He predicted memory demand will far exceed supply through 2027 despite aggressive capacity expansion. The warning highlights growing tensions around semiconductor access as AI adoption accelerates worldwide.

• •SK Group chief warns AI memory shortage could trigger geopolitical strain
• •Memory demand projected to outpace supply through 2027
• •Capacity expansion efforts insufficient to close the gap

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