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Chey Tae-won | SK Chairman Has 'Much, Much Bigger' US Investment Plan | Bloomberg Businessweek, Sonic AI
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SK Chairman Has 'Much, Much Bigger' US Investment Plan | Bloomberg Businessweek
Bloomberg Businessweek
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Jul 11, 2026
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38:27
Interview
SK Chairman Has 'Much, Much Bigger' US Investment Plan | Bloomberg Businessweek
From
Bloomberg Businessweek Daily
Carol Massar
(Bloomberg Businessweek anchor and financial…)
•
Isabelle Lee
(Cross-Asset Reporter, Bloomberg News)
•
Tim Stenovec
(Host)
•
Chey Tae-won
(Chairman, SK Group)
•
Ed Ludlow
(Host of Bloomberg Tech)
•
Chris Stansbury
(Guest)
•
Stuart Paul
(Economist at Bloomberg Economics)
•
Nina Trentmann
(Guest)
•
Richard O'Brien
(Guest)
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Executive Summary
SK Hynix executed the largest-ever US IPO for a foreign company, raising $26.5B to fund a massive expansion in the US and meet insatiable AI-driven demand for high-bandwidth memory (HBM) chips.
The CEO of SK Hynix predicts the critical memory chip shortage will persist "way beyond 2030," signaling a long-term supply-demand imbalance that will impact the entire tech ecosystem.
Lumen Technologies is strategically pivoting from legacy telecom to AI infrastructure with its acquisition of Alkira, aiming to manage complex cloud-to-cloud data traffic and become the "nervous system of AI." The Federal Reserve is undergoing a significant review led by Kevin Warsh, who has established five task forces with high-profile members to re-examine core policies on communications, data, and the balance sheet, potentially heralding sweeping changes.
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