Choi Tae-won, chairman of SK Group and chairman of the Korea Chamber of Commerce and Industry, said at a media conference held during the Jeju Forum a few days ago that global demand for semiconductors will increase dramatically next year. Among them, demand in the field of artificial intelligence is expected to increase by 60% to 100% compared to this year, and overall demand for semiconductor products will also increase by at least 50% to 60%. However, there will be almost zero new supply next year, and the gap between supply and demand is likely to widen further. Choi Tae-won predicts that after energy and power equipment, material supply and facility construction may become new bottlenecks limiting the development of the industry. He said that with the development of the AI industry, there may be a shortage of wires and related materials. Currently, the prices of related products have risen, and the supply of submarine cables is also in short supply. Since construction specifications change every one or two years, construction is also becoming more difficult.

Choi Tae-won, chairman of SK Group and chairman of the Korea Chamber of Commerce and Industry, said at a media conference held during the Jeju Forum a few days ago that global demand for semiconductors will increase dramatically next year. Among them, demand in the field of artificial intelligence is expected to increase by 60% to 100% compared to this year, and overall demand for semiconductor products will also increase by at least 50% to 60%. However, there will be almost zero new supply next year, and the gap between supply and demand is likely to widen further. Choi Tae-won predicts that after energy and power equipment, material supply and facility construction may become new bottlenecks limiting the development of the industry. He said that with the development of the AI industry, there may be a shortage of wires and related materials. Currently, the prices of related products have risen, and the supply of submarine cables is also in short supply. Since construction specifications change every one or two years, construction is also becoming more difficult.