Chey Tae-won Warns Triple Threat Without Semiconductor Supply Expansion

SK Group chairman Chey Tae-won warns that South Korea's memory semiconductor industry faces a triple threat—market contraction, new competitors, and geopolitical backlash—unless capacity expands rapidly to lower inflated chip prices. He argues that supply expansion, even at lower margins, is essential to prevent the 1980s-style trade backlash Japan faced and to maintain market dominance against emerging competitors and government pressure.

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