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SK Hynix CEO Kwak Noh-jung has warned that the global memory chip industry is heading toward its biggest-ever supply shortage. The gap between demand and supply is expected to peak in 2027 and could continue well beyond 2030, even as manufacturers expand production. The main reason is the explosive demand for AI, especially high-bandwidth memory (HBM) used in AI GPUs and data centers, which is consuming manufacturing capacity faster than the industry can build new supply.