[Concall] SK Hynix "Many Concerns About Facility Investment... Preparing Next Year's Management Plan More Than Two Months Early"

[Asia Economy Reporter Jeong Hyunjin] On the 26th, SK Hynix stated during the Q3 earnings conference call, "We have been giving a lot of thought to CapEx-related matters. Recently, equipment lead times have become significantly longer," adding, "Our company is preparing next year's plans by advancing the management schedule by up to two months compared to before, and accordingly, equipment orders and communications with equipment suppliers are being conducted at a faster pace than usual."

They continued, "We are reviewing various scenarios related to CapEx, but nothing has been finalized yet," and added, "Nevertheless, we are aware of recent industry concerns regarding CapEx intensity, and therefore, as a principle, we are responding by setting the ratio of CapEx (capital expenditure) to revenue at the mid-30% range."

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