深潮TechFlow
深潮TechFlow|7月 29, 2026 00:58
[SK Hynix Refutes Concerns Over Slowing AI Investments: Expected to Remain Robust Beyond Next Year] According to Deep Tide TechFlow, on July 29, SK Hynix (SKHY.O) stated during its Q2 earnings call: 'We have noticed concerns that AI infrastructure investments might slow down due to some major tech companies reassessing their data center leasing businesses and the rise of efficient AI models. We believe these actions are not a reduction in AI investments but rather a process of improving utilization and accelerating the monetization of large-scale AI infrastructure.' SK Hynix emphasized that the adoption of efficient AI models is unlikely to lead to a decline in demand for infrastructure and memory. As model and system efficiency improves, more users can access various services on the same infrastructure, thereby expanding the accessibility and reach of AI services. Given that even the recently launched efficient AI models have seen explosive user demand, these efficiency improvements are driving the proliferation of services and increasing overall utilization. SK Hynix further stated that in its mid- to long-term demand discussions with major clients, the company has also confirmed the sustainability of AI investments. It believes that AI infrastructure investments will remain robust beyond next year. (Jin10)
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