Chey Tae-won & Apple Inc.

Chey Tae-won: Chey Tae-won, as SK Group chairman, publicly warned of geopolitical risks from AI memory shortage, urging price normalization and capacity expansion.

Apple Inc.: Apple is reportedly seeking to diversify its semiconductor supply chain to include Chinese suppliers, which could affect memory demand dynamics but is not directly impacted by the shortage.

Chey Tae-won: SK Hynix Chairman Chey Tae-won initially expressed skepticism about building chip factories in the southwest but has since committed to the investment plan, acknowledging the need for significant expansion to meet global demand.

Apple Inc.: Apple Inc. is mentioned as a customer pressing for more memory chips amid a global shortage and is reportedly seeking to buy memory chips from Chinese manufacturers, indicating broader market dynamics affecting Samsung Electronics and SK Hynix.

Chey Tae-won: Chey Tae-won, SK Group chairman, oversaw the 2012 acquisition of Hynix and the strategic bet on HBM, culminating in the Nasdaq listing.

Apple Inc.: Apple raised prices on Macs and iPads due to rising memory chip costs, reflecting the broader impact of the memory super cycle.

Chey Tae-won: Chey Tae-won, Chairman of SK Group, is meeting with Jensen Huang to discuss memory and other topics, highlighting the strategic importance of HBM suppliers in the AI ecosystem.

Apple Inc.: Apple Inc. is a competitor in the PC market, and Nvidia's new AI superchip for PCs will rival Apple's offerings, potentially affecting Apple's competitive landscape in the AI PC segment.