[Concall] SK Hynix "Even if General DRAM Prices Fall, DRAM Prices Including HBM Will Rise"

On the 24th, SK Hynix stated during its Q3 earnings conference call, "The supply and demand situation for legacy products such as DDR4 and LPDDR4 and premium products such as HBM, DDR5, and LPDDR5 differ significantly, so we expect the price trends for each product to vary accordingly." They added, "Next year, the sales proportion of HBM is expected to increase, leading to a rise in the company's average HBM price compared to the previous year."

They continued, "With the company's HBM DRAM sales proportion growing to 40% by the end of the year, business stability has improved," and added, "Considering HBM's relatively high average selling price (ASP), the company's blended ASP (general and premium) is expected to maintain an improving trend."

SK Hynix also mentioned, "We believe that latecomers still need time for high-performance, high-spec DDR5 and LPDDR5 products," and stated, "While customer and supplier inventory levels are expected to be low, demand for these products is anticipated to increase going forward, so downward price pressure will be limited."

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