[Concall] SK Hynix "Memory Market Conditions to Improve This Year... Upward Trend to Continue Until Next Year"
On the 25th, SK Hynix stated during a conference call following the announcement of its fourth-quarter results for last year, "We believe the memory market conditions will continue to improve in 2024," adding, "Inventories are steadily decreasing, and by the end of the year, industry inventory levels will be low." They also added, "We are hopeful that the upward trend in memory will continue through 2025."
The company also explained, "Although suppliers will restore operating rates to focus production on high-demand products such as DDR5 and HBM, the industry's productivity increase will be limited due to the die size penalty of premium products and relatively lower productivity."
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