半导体芯闻·2026-03-17 10:45Core Viewpoint - The global shortage of memory chips is expected to persist for 4 to 5 years due to long-term structural limitations in semiconductor production, as stated by the chairman of SK Group [1]. Group 1: Industry Insights - SK Hynix's CEO, Choi Tae-won, indicated that despite expansion efforts by leading companies like SK Hynix, full capacity to meet demand may not be achieved until around 2030 [1]. - The supply of basic wafers for chip manufacturing is currently over 20% short of demand across the industry [1]. - The memory chip supply is dominated by SK Hynix, Samsung Electronics, and Micron Technology, which have shifted production capacity towards specialized memory for AI acceleration chips, resulting in a shortage of traditional storage chips [1]. Group 2: Market Impact - The ongoing shortage is impacting corporate profits, disrupting development plans, and increasing prices across various products, including laptops, smartphones, automobiles, and data centers [1]. - Market sentiment suggests that the shortage will worsen before it improves [1]. - SK Hynix is preparing to announce measures to stabilize prices, although specific details have not been disclosed [1]. Group 3: Stock Market Reactions - On Tuesday, SK Hynix's stock price rose by as much as 3.7% in the Seoul stock market [2]. - Samsung Electronics' stock also increased following the announcement that it would utilize its 4nm process to create AI inference chips based on the Groq architecture [2].