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[컴퓨텍스2026] 최태원 "생산능력 2배로"…SK하이닉스 증설 속도전

Why it matters

SK Hynix's plan to double wafer production capacity in five years signals a strategic shift driven by explosive AI-driven memory demand across data centers and emerging AI PCs. This move demonstrates that semiconductor competition is increasingly determined by sustained manufacturing capacity rather than technology alone. With memory bottlenecks expected through 2030, SK Hynix's expansion underscores the industry's critical race to secure reliable supply chains for next-generation AI infrastructure.

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HBMAI memoryData centerAI PCWafer capacity

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