Korean Media: Choi Tae-youn: SK Hynix Considers Listing in the US ... Chip Shortage Will Last Until 2030

Recently, Chairman Choi Tae-youn of the South Korean SK Group stated that SK Hynix is considering the matter of listing on the US stock market (ADR). In December 2025, SK Hynix had previously expressed through a letter: "We are considering various schemes to enhance corporate value," and this is the first time that Choi Tae-youn has personally confirmed it.

On the local day of the 17th, Choi Tae-youn at the NVIDIA GTC (GPU Technology Conference) 2026 held in California, USA, stated: "We are considering the ADR listing of SK Hynix," and "I believe that this move can make the company more globalized by facing American and global shareholders." ADR (American Depositary Receipt) is an alternative security guaranteed by South Korean stocks, issued by overseas custodians, allowing foreign companies to indirectly list on the US stock market.

On the same day, Choi Tae-youn again warned about the chip supply shortage. He said: "Global wafer supply will continue to be in short supply for more than 20% until 2030," and "HBM supply shortage also starts from wafer shortage." Chips refer to the main material for manufacturing chips - silicon wafers. Choi Tae-youn said: "Even if companies want to expand wafer production capacity, due to the limitations of construction capabilities, power and other resources, it will take at least 4-5 years." In other words, the current situation where major tech companies' investments in AI (artificial intelligence) infrastructure have driven up memory prices may last for many years.

Choi Tae-youn said: "If we over-focus on HBM, ordinary DRAM will face shortages, not only affecting existing industries but also causing losses to individuals," and "we will do our best to stabilize prices." He also said: "The CEO of SK Hynix will soon release a new plan aimed at stabilizing prices."

At an event in Washington, D.C. in February, he had also stated that the demand for memory chips caused by AI would lead to rising prices of electronics such as PCs and smartphones, forcing hardware manufacturers to restructure. Based on February, the prices of DRAM and NAND have already soared to around $13. The price was between $1-2 a year ago, which is more than ten times higher.

Source: Chosun Ilbo

Original: toutiao.com/article/1859965282015305/

Statement: This article represents the views of the author himself.