Chey Tae-won says next year's chip shortage could be the worst yet, and boards need to plan for it now.
SK Group Chairman Chey Tae-won warned that 2026 semiconductor demand will outpace supply by 50% or more, calling rapid capacity expansion the industry's lifeline. SK is accelerating its Yongin cluster by twelve years and investing 400 trillion won in a new southwestern cluster. Today's episode breaks down what the supply gap and rising US pressure over production location mean for corporate boards with Korea-linked supply chains.
Sources:
- 최태원 "각국 메모리 요구 아비규환급…빠른 증설이 韓반도체 생명줄" — Seoul Economic Daily, 2026-07-19
- CXL 가성비·추론 효율 모두 HBM 넘어서…"2년뒤 시장 7배 급성장" — Seoul Economic Daily, 2026-07-19
About AI PRISM:
AI PRISM is Seoul Economic Daily's WAN-IFRA award-winning newsroom AI series, delivering Korean economic news adapted for global audiences. Episodes are produced with AI assistance and reviewed by a human editor.
Tags:
#SemiconductorShortage #SKGroup #ChipSupplyChain #CorporateKorea #KoreaBusiness #KOSPI #AIPRISM #SeoulEconomicDaily #WANIFRA
