SK hynix said on a first-quarter earnings conference call on Wednesday that demand is showing signs of softening in the PC and mobile markets as higher memory prices raise cost burdens and prompt product portfolio adjustments. Even so, the company said strong server-memory demand is driving the overall market.
The company highlighted structural shifts tied to the spread of artificial intelligence. “As AI expands, the importance of memory is rising and demand for high-performance memory is increasing rapidly,” SK hynix said, adding that a trend is becoming clearer in which customers prioritize securing supply over price.
SK hynix also detailed its next-generation product strategy. “For HBM4, we are working closely with customers from the early stages and plan to expand volumes on an agreed schedule with products that meet the performance customers require,” it said. The company added that it is continuing to develop and supply new products across DRAM and NAND to meet increasingly diverse memory needs as AI technology evolves.
* This article has been translated by AI.
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