SK hynix Signals Supply Concerns as AI Demand Keeps Pressure on Memory Prices

TechPowerUp reports that SK Group Chairman Chey Tae-won described current semiconductor pricing as abnormally high and warned that sustained increases could push more cost pressure onto PC and smartphone buyers. He argued that supply growth is needed even if it compresses chipmaker margins, because consumer hardware markets are less able to absorb price increases than AI-focused buyers. The report says Chey expects AI semiconductor demand to rise sharply next year while output from major suppliers does not expand at the same pace. It also says SK hynix is evaluating possible semiconductor factory locations in the United States as part of a broader global site search, while separately continuing its previously announced Indiana investment in advanced packaging research and HBM production lines scheduled to become operational in the second half of 2028. For RamTrend, the main takeaway is that memory supply remains constrained, especially around DRAM and HBM, and that producers are under pressure to expand capacity without letting pricing distort end-market demand.