[Concall] SK Hynix "There Will Be a Clear Difference in Quality and Performance of Chinese DDR5 DRAM"

SK Hynix Yonhap News

SK Hynix stated at the briefing held after announcing the Q4 results of last year on the morning of the 23rd, "Since the second half of last year, the expansion of DDR4 DRAM supply by Chinese DRAM suppliers has led to a continued decline in legacy product prices," adding, "Recently, DDR5 development and sales have been mentioned, and there are concerns about the impact of DDR5." However, they noted, "There is a significant difference between the advanced DRAM processes applied by major companies and those of Chinese companies, and there will be a definite difference in DDR5 quality and performance," further stating, "Moreover, amid the ongoing trend of strengthened sanctions against China, Chinese companies will face greater uncertainties in the development process of advanced processes."

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