Keep pulling the thread on SK Hynix.
The CEO of Fison predicts the AI memory crisis will cause a reduction in annual mobile phone production of 200 to 250 million units.
SK Hynix and Samsung have publicly stated they do not plan to significantly increase memory production capacity despite high demand.
OpenAI CEO Sam Altman has publicly stated his opinion that the current high level of investment and excitement around AI may be a bubble.
SK Group chairman Che Taewon stated that the company is receiving so many requests for memory that they are concerned about their ability to fulfill them all.
Apple is reportedly paying a 230% premium for the 12GB LPDDR5X memory used in its iPhone 17 Pro models, with chip costs rising from $25-$29 to nearly $70 per unit.
Nintendo has lost approximately $14 billion in market value due to concerns that memory costs will negatively impact its next-generation Switch console.
A report from an insider source in South Korea suggests NVIDIA plans to price the upcoming RTX 5090 GPU at approximately $5,000, more than double the previous generation's price.
The CEO of Fison predicts that many consumer electronics manufacturers will go bankrupt or exit product lines by the end of 2026 due to the AI-driven memory crisis.
OpenAI secured an estimated 40% of the global high-bandwidth RAM (HBM) supply for its long-term AI infrastructure projects in October 2025.
Samsung now generates more revenue from selling RAM to data centers than from selling its phones.
Meta is constructing a data center with a power capacity exceeding 2 gigawatts.
Approximately 93% of the global memory chip supply is produced by three companies: Samsung, SK Hynix, and Micron.