[Concall] SK Hynix "HBM Market Expected to Continue Rapid Growth After This Year"

SK Hynix stated in a conference call following its Q1 earnings announcement that regarding concerns about potential oversupply of HBM due to expanded supplier capacity, "The HBM market is expected to continue rapid growth after 2024, driven by factors such as increasing parameters for AI performance enhancement and the growing number of AI service providers."

They added, "With our product competitiveness and extensive mass production experience, we are discussing long-term projects with many existing customers as well as potential customers for 2025 and beyond."

Furthermore, they explained, "The scale of HBM capacity in 2025 is currently being discussed with customers, taking into account long lead times and other factors," and "We plan to prepare for growth alongside our customers in the AI market through timely investments and capacity expansion."

This content was produced with the assistance of AI translation services.