星球日报|Jul 29, 2026 00:50
[SK Hynix: No Signs of AI Investment Slowing Down, Will Strengthen Leadership in HBM Sector]
Odaily Planet Daily reports that SK Hynix stated during an analyst call that there are currently no signs of artificial intelligence (AI) investment slowing down, and it is expected that AI infrastructure investment will remain robust even after 2027. The company mentioned that long-term supply agreements will not lead to oversupply, as such agreements typically span five years with terms varying by customer. SK Hynix emphasized that it will further solidify its leadership in the HBM sector through long-term agreements. SK Hynix expects bit shipment growth in the second half of the year to surpass that of the first half, with the product sales mix impacting the average selling price in the second quarter. The company is currently on track to begin mass production of HBM4E starting in 2027.
Share To
Timeline
HotFlash
APP
X
Telegram
CopyLink