Samsung and SK Hynix Warn AI Chip Demand Squeezes Consumer Supply
Samsung Electronics and SK Hynix are sounding the alarm over a semiconductor supply crunch driven by soaring demand for AI chips. The shift toward high-bandwidth memory (HBM) for AI servers is diverting production from conventional DRAM chips, creating shortages for consumer devices like smartphones and PCs.
Park Joon Deok, SK Hynix's DRAM marketing head, confirms PC and mobile customers face severe supply constraints. The AI boom has forced manufacturers to reallocate capacity, disrupting traditional supply chains and potentially inflating prices across electronics markets.