[Concall] SK Hynix "Inventory at 'Maximum'... Responding with DDR5 Expansion"
[Asia Economy Reporter Moon Chaeseok] On the 1st, SK Hynix stated during the earnings conference call for last year and the 4th quarter, "Frequency component inventory is similar to the downturn in 2019, and if expanded across the industry, it is probably at an all-time high level," adding, "While reducing DDR4 inventory, we will rather increase production of DDR5, which is expected to have strong demand in the second half."
They continued, "DDR5 supply needs to be increased. In that regard, it is not a concern about inventory but a situation where supply must be increased," and added, "The core of our strategy will be important in reducing DDR4 and actively increasing DDR5."
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