NVIDIA CEO Huang: Memory chip shortage to last years

NVIDIA CEO Jensen Huang expects the global shortage of memory chips and other AI infrastructure components to last for several years. He attributed the ongoing supply constraints to the massive demand driven by the artificial intelligence boom.

"I think it will be like that for the next few years," Huang told reporters in Seoul, referring to the supply crunch. "Demand is so enormous that everything in the entire supply chain is in short supply, from wafers to advanced packaging, silicon photonics, and cable connectors."

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I think it will be like that for the next few years. Demand is so enormous that everything in the entire supply chain is in short supply, from wafers to advanced packaging, silicon photonics, and cable connectors.

Huang is in South Korea to meet with the leaders of the country's major business groups to discuss potential collaborations in the AI sector. His schedule includes meetings with SK Group Chairman Chey Tae-won, LG Group Chairman Koo Kwang-mo, Hyundai Motor Group Chairman Chung Euisun, and Naver Chairman Lee Hae-jin.

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He is traveling.

Earlier, Huang had a casual dinner with Chey Tae-won, SK Group's president, and other SK executives, a gathering reminiscent of his previous meeting with Samsung Electronics Executive Chairman Lee Jae-yong and Chung Euisun last October. Huang noted that Lee Jae-yong was traveling but had recently shared a meal with him in California.

NVIDIA's CEO is on a tour to engage with key players in the semiconductor and AI industries, emphasizing the critical need for robust supply chains to meet the escalating demand for AI technologies.

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He came to meet me in California, and we had a wonderful dinner just a few weeks ago.