SK Hynix CEO Chey Tae-won publicly stated that current memory semiconductor prices are 'abnormally high' and stressed...
SK Hynix CEO Chey Tae-won publicly stated that current memory semiconductor prices are 'abnormally high' and stressed the need to increase supply to prevent 'chipflation' and protect the market.
confidence score
Strong evidence: 4 independent source classes support this read.
000660.KS has already moved down -23% over the recent 30-90 day window.
signal brief
SK Hynix CEO Chey Tae-won publicly stated that current memory semiconductor prices are 'abnormally high' and stressed the need to increase supply to prevent 'chipflation' and protect the market. This signals potential price normalization and margin pressure for SK Hynix. The CEO also mentioned considering a US plant to expand supply and address trade pressures, indicating proactive capacity expansion. Meanwhile, Chinese DRAM competitor CXMT is targeting a trillion-yuan market cap, intensifying competitive dynamics against SK Hynix and Samsung.
What the sources said:
- Source 4 (Reddit quoting Chosun): "Memory prices are currently at an abnormally high level... supply should be increased to lower prices, even for the sake of semiconductor companies." (link)
- Source 3 (Pandaily): CXMT aims for trillion-yuan market cap, positioning as a major force in DRAM localization against Samsung and SK Hynix. (link)
- Source 4 also quotes: "Demand could surge 60–100% next year, but major suppliers’ production increases would be negligible." This contrasts with the need to boost supply, suggesting supply constraints may keep prices high in the near term.
source data used
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- https://pandaily.com/cxmt-dram-localization-trillion-valuation-jul2026
“<!-- SC_OFF --><div class="md"><p><a href="https://www.chosun.com/english/industry-en/2026/07/19/ZBHGW633FFDFDLAL57N2WRRVQA/">https://www.chosun.com/english/industry-en/2026/07/19/ZBHGW633FFDFDLAL57N2WRRVQA/</a></p> <p>SK Group Chairman Chey Tae-won stated during a press briefing at the "Korea”
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Decision support, not stock advice. This signal is research with cited evidence — not a recommendation to buy, sell, or hold any security.