韩国SK集团警告全球芯片短缺将持续到2030年, South Korea's SK Group warns global chip wafer shortage, driven by AI demand, will last until 2030 with over 20% shortfall.

韩国SK集团主席谢泰文(Chey Tae-won)说,全球半导体裂谷短缺是由对人工智能芯片需求量大驱动的,预计这一短缺将持续到2030年,预计短缺将超过20%。 South Korea's SK Group chairman Chey Tae-won said the global semiconductor wafer shortage, driven by high demand for AI chips, is expected to persist until 2030, with a projected shortfall exceeding 20%. 他在NvidiaGTC会议上发言时指出,以AI为主的高带宽内存(HBM)的高活度消费是一个关键的制约因素,并指出能力扩大需要四至五年时间。 Speaking at Nvidia’s GTC Conference, he cited the high wafer consumption for AI-focused high-bandwidth memory (HBM) as a key constraint, noting capacity expansion will take four to five years. 世界上最大的HBM供应商SK Hynix正在考虑美国ADR名单,以扩大其投资者基础并加强全球存在。 SK Hynix, the world’s top HBM supplier, is considering a U.S. ADR listing to broaden its investor base and strengthen global presence. 该公司的CEO正准备宣布在市场波动的情况下稳定DRAM价格的措施。 The company’s CEO is preparing to announce measures to stabilize DRAM prices amid market volatility. 地缘政治紧张导致能源成本上升,促使SK集团探索替代能源。 Rising energy costs due to geopolitical tensions are prompting SK Group to explore alternative energy sources. SK Hynix股票在首尔上涨3.5%。 SK Hynix shares rose 3.5% in Seoul.