[Concall] SK Hynix "Memory Inventory Reduction to Continue Until End of This Year and Next Year"
[Asia Economy Reporter Woo Su-yeon] SK Hynix stated during the Q2 earnings conference call on the 27th, "We expect the overall memory industry inventory reduction trend to continue through the end of this year and into next year," adding, "We anticipate that the post-COVID recovery will shift from the consumer sector this year to the enterprise sector next year."
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They continued, "As the expansion of 5G infrastructure is expected to lead to increased demand for 5G smartphones, next year's growth in memory semiconductors must be driven by new products (such as DDR5 and EUV process products)," and added, "Ultimately, we expect that in these areas, the overall memory semiconductor market size will increase in terms of value next year."
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