SK hynix counters memory peak fears, doubles down on AI and HBM growth - CHOSUNBIZ - Chosunbiz

SK Hynix addressed concerns raised by overseas investment banks and analysts about a potential memory market peak during its second-quarter earnings call, aiming to reassure investors amid fears of a ... Read original →

SK Hynix's Q2 earnings call addressed concerns over a potential memory market peak, signaling that AI infrastructure investment remains robust rather than contracting. The company's HBM3E and upcoming HBM4 tech are driving DRAM and NAND ASPs higher, reinforcing a tech-driven supply-demand cycle. Despite some big tech firms reevaluating data center expansion, SK Hynix frames this as a phase of improved utilization rather than investment contraction. Its long-term customer agreements mitigate supply uncertainty, while Chinese memory makers like Changxin Memory remain a niche threat. With a new fab slated for 2027 and continued R&D in HBM4E and IHBM, SK Hynix is positioning itself to dominate the high-bandwidth memory segment. This signals sustained global AI compute growth, with SK Hynix leveraging technical leadership and supply chain control to maintain its market edge.