SK Hynix Conference Call: No Signs of AI Investment Slowing Down, Commits to Strengthening Leadership Position in HBM Field

July 29th, SK Hynix held an analyst conference call: There is currently no sign of slowing down in AI investment, and AI infrastructure investment is expected to remain strong after 2027. It is anticipated that long-term contracts will not lead to oversupply. Long-term contract terms vary, but are usually around 5 years.

SK Hynix has pledged to solidify its leading position in the HBM field through long-term contracts. The second-half bit shipments are expected to outpace the first half. The product sales mix has affected the average selling price in the second quarter. On track to mass produce HBM4E starting from 2027.