On the 26th, SK Hynix stated in its Q1 earnings conference call, "There have been some changes among customers following the production cuts," adding, "Some customers have started inquiring whether we can actively respond to certain demands in Q2 to prepare for the second half of the year. We are also receiving many inquiries about whether the market prices will generally stabilize based on the current spot prices, which are at the bottom."

[Concall] SK Hynix "Received inquiries about supply stability from customers after production cut" View original image

They continued, "By product, customers have begun asking about supply stability for high-performance LPDDR, server DDR5 products, and graphics products."



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