[Concall] SK Hynix "NAND Inventory Mid-3 Weeks, DRAM Less Than 2 Weeks"

[Asia Economy Reporter Ki-min Lee] SK Hynix stated in its Q3 earnings conference call on the 4th that "NAND flash inventory slightly increased to the mid-3-week level compared to the previous quarter due to increased production of 128-layer NAND," and added, "Year-end inventory is expected to increase somewhat due to productivity improvements, but it is considered a safe inventory level." They also noted, "DRAM inventory as of the end of Q3 is estimated to be less than 2 weeks."

They continued, "Server inventory levels are expected to decrease between Q4 this year and Q1 next year," and said, "Mobile inventory levels may rise due to increased demand from companies amid the US-China trade dispute."

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