[Concall] SK Hynix "Increasing High-Value Product Production but Maintaining Legacy Product Cuts"

On the 25th, SK Hynix stated during a conference call following the announcement of its fourth-quarter results last year, "We maintain the principle of increasing supply for products with high demand and not increasing production for products with low demand," adding, "For high-value-added products currently in short supply, such as high-performance, high-capacity DDR5, LPDDR5, and HBM, we will increase production to meet customer demands, but we will maintain production cuts for areas with low customer demand."

They also explained, "This year, the products that (memory) suppliers are trying to expand production for are high-performance, high-capacity DDR5, LPDDR5, and HBM, which are high-value-added products with increasing customer demand," and added, "These products have larger die sizes compared to legacy products subject to production cuts, and especially HBM has a die size approximately twice as large as DDR of the same capacity, so even if HBM wafer input is increased, the growth rate of finished product production will be relatively limited."

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