[Concall] SK Hynix "Q3 NAND Shipments to Decrease by Single Digit Compared to Previous Quarter"

On the 25th, during the Q2 earnings conference call, SK Hynix stated, "Except for enterprise solid-state drives (eSSD), which show a clear increase in demand, demand for general applications such as PCs and mobiles is showing a gradual recovery," adding, "The company is responding to market conditions by optimizing investment and production and focusing on profitability-driven sales."

They continued, "We minimized NAND investment last year and reduced production, but this year we are selectively increasing production centered on some application products," explaining, "Although quarterly shipment growth may appear limited this year, we will respond to the market based on actual demand focused on profitability."

They further stated, "In Q3, sales will expand mainly for eSSD, but considering the demand environment for some application products and customer inventory, we plan for overall NAND shipment bit growth to decrease by a single-digit percentage compared to the previous quarter," emphasizing, "However, in Q4, we expect overall shipments to turn to growth as internal production increases and some external demand improves."

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