[Conference Call] SK hynix: "Strong Memory Prices Expected to Continue for Now"
On April 23, during its Q1 earnings conference call, SK hynix stated, "As the importance of memory increases, demand for high-performance memory is surging, while supply remains limited. In this situation of supply-demand imbalance, customers are prioritizing securing inventory over price, resulting in continued price strength." The company added, "Accordingly, we expect this favorable pricing environment for memory to be maintained for the time being."
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SK hynix also commented, "The active hardware optimization underway in the artificial intelligence (AI) industry is serving as another driver for expanding memory demand. While memory efficiency technologies may appear to reduce individual memory usage, in reality, they are evolving to maximize the number of contexts and users that can be processed per unit of memory. This is expected to create a virtuous cycle that expands the overall AI service market and drives further memory demand."
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