SK Hynix projects that by the first quarter of 2027, the United States and China will collectively account for 95% of the global demand for computing power. This significant concentration of demand highlights the intense competition between these two nations for advanced computational resources, likely driven by AI development and other high-tech initiatives. AI
IMPACT Concentrated demand for compute by the US and China will likely accelerate AI development and hardware innovation in these regions.
RANK_REASON Projection of future market share concentration for a critical resource (compute) by major global powers. [lever_c_demoted from significant: ic=1 ai=0.7]
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