On March 17 (local time), Choi Tae-won, Chairman of South Korea's SK Group, sounded the alarm at NVIDIA's GTC conference. He cautioned that systemic bottlenecks in chip production could keep the global memory chip shortage in play until 2030, subjecting the industry to supply pressure for up to four years. Choi disclosed that the current gap between supply and demand for AI memory chips has surpassed 30%, and the soaring demand for AI applications has triggered a 'wafer shortage' in HBM. Resolving this issue will necessitate substantial capital investment and a protracted timeline, with expanding wafer production capacity taking at least four to five years. He anticipates that prices for various memory chip types will keep climbing, heralding a 'super cycle' for the semiconductor sector. Furthermore, SK Hynix is exploring the possibility of listing depositary receipts in the United States. During the conference, NVIDIA CEO Jensen Huang projected a colossal market demand for NVIDIA's next-gen chips, allaying fears of a slowdown in AI demand. He also unveiled the 'Grok3 LPU' chip, manufactured by Samsung, with shipments slated for the second half of the year.