"Now, a lot of AI data centres need to be built, and for everything that goes into them, from chips to services, they are creating bottlenecks," Chey stated. The rapid pace of development, driven by major economies such as the United States and China rolling out national strategies for AI leadership, is putting pressure on supply chains in ways not previously seen[1][2].
The surge in AI adoption—spanning applications from cloud services to autonomous systems—is leading to delays in chip production and data centre projects. This situation is particularly acute at companies like SK Hynix Inc, a global leader in memory chips, which faces significant constraints linked to this AI-driven boom[3].
The intense race between nations, particularly the U.S. and China, to develop and deploy advanced AI solutions is accelerating these challenges[1][2]. National strategies focused on technological dominance are amplifying the rush to secure chips and build next-generation data centres.
Chey Tae-won’s statements highlight the need for coordinated global action to strengthen supply networks and ensure the continued growth of the digital economy. South Korea, among other nations, aims to address chip and energy shortages through international collaboration and the establishment of key test beds for AI development[4]. Industry leaders agree that innovative partnerships and strategic investments will be essential to resolve these critical bottlenecks and sustain the momentum of the AI revolution.
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