On the 26th, during the conference call following the Q2 earnings announcement, SK Hynix stated, "To maintain technological competitiveness and adequately respond to increased demand next year, there will likely be limitations with the minimal investment scale similar to this year." They added, "While prioritizing investments to expand HBM mass production, the company plans to focus on process transitions rather than capacity expansion across the organization, continuing operations based on CAPEX efficiency."



[Concall] SK Hynix "Next Year's Investment Focused on Expanding HBM Mass Production and Process Transition" View original image


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