[Concall] SK Hynix "Server DRAM Growth Rate Excluding HBM in Mid-20% Range"
On the 25th, SK Hynix stated during its Q2 earnings conference call that "as artificial intelligence (AI) technology expands from learning to inference, demand for AI servers will remain robust," and added, "Considering that the replacement demand for general servers will also begin in earnest, the growth rate of server DRAM excluding HBM is expected to be around the mid-20% range this year and next year."
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SK Hynix explained, "With the rapid increase of AI servers that consume high power, reducing operating costs across data centers and securing power have become critically important," and noted, "There is a movement to upgrade existing general servers to new server platforms with significantly improved power efficiency."
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