律动BlockBeats
律动BlockBeats|8月 14, 2026 11:03
[Video|SK Hynix Chairman: AI Agents Drive Exponential Demand Growth, This Memory Cycle Will Be Much Longer] SK Hynix Chairman Chey Tae-won stated in an interview with CNBC that AI is fundamentally transforming the traditional cyclical patterns of the memory industry. In the past, memory demand primarily depended on the number of people and was limited by the number of devices such as smartphones and computers, with each user typically requiring only one phone or computer. However, in the AI era, each person may potentially have 10 different AI agents in the future, and each agent will consume more memory, leading to an exponential expansion in demand. He believes that while the cyclical nature of the memory industry will not disappear, this round of prosperity may last much longer due to underlying structural changes. At least in the short term, he observes that customer demand for memory products remains very strong.
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