[Concall] SK Hynix "AI Server Shipments to Grow 40% Over 5 Years... Orders for This Year Completed"

On the 26th, SK Hynix stated in its Q1 earnings conference call that "the value experience in the AI sector has already spread to the market, and future growth is expected to remain solid," adding, "server shipments can grow by up to 40% or more over the next five years. We believe DRAM and NAND flash have growth potential exceeding 30%."

They continued, "This year, demand for high-capacity DDR5 modules and HBM is expected to grow sixfold for DDR5 and over 50% for HBM, with most orders already secured."

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