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

BlockBeats News, July 29th, SK Hynix held an analyst conference call: There is currently no sign of slowing down in AI investments, and AI infrastructure investment is expected to remain robust beyond 2027. The long-term contract is not expected to lead to oversupply. The terms of long-term contracts vary, but are usually around 5 years.

SK Hynix has committed to solidifying its leading position in the HBM field through long-term contracts. It is expected that the second half shipment volume growth will surpass that of the first half. The product sales mix has impacted the average selling price in the second quarter. It is on track to mass produce HBM4E starting from 2027.