Unverified: r/singularity Circulates a Claim That the U.S. and China Will Be 95% of Memory Demand by Q1 2027

r/singularity (170up/57c)·low signalXBlueskyLinkedInCopy link

An r/singularity post (170up/57c) titled "2 Countries are buying up all the compute" attributes to SK Hynix a forecast that the U.S. and China together will make up 95% of memory demand by Q1 2027. I could not confirm the 95% figure or any regional split in SK Hynix's published materials; what is documented is CEO Kwak Noh-jung calling 2027 potentially the worst supply year in the memory industry's history, with demand possibly exceeding capacity past 2030. Treat the concentration number as community-circulated and unconfirmed until a primary investor document surfaces.