The Visionary
The future, and what is barely possible, reads round the next corner.
Chey Tae-won reads as The Visionary through his decades-long conviction on memory's structural transformation, acquiring Hynix when banks fled, predicting AI-era demand curves before they materialized, and conceptualizing 'memory as a service' before the market exists.
“In AI era, you may use your own AI agent in probably a few years from now, then you might have tens over hundreds of different agents, and every agent needs a lot of memories.”
Explaining structural AI memory demandundated
“This memory manufacturing is the most sophisticated manufacturing business. If you really do it, then you can do anything. I can challenge anything.”
Justifying the 2012 Hynix acquisitionundated
“We could actually do memory as a kind of service rather than just produce a commodity — we fix all kinds of different memory systems.”
Articulating future business model visionundated
Bloomberg Talks: “SK Group Chairman Chey Tae-won Talks Public Listing”
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