SK Hynix said on an analyst call that it has not seen signs of a slowdown in artificial intelligence spending, adding that AI infrastructure investment is expected to remain solid even beyond 2027. The company also said its long-term supply agreements are not expected to create oversupply. Those deals typically run for five years, with terms that vary by customer.
The chipmaker said it plans to use those long-term agreements to reinforce its lead in the high bandwidth memory, or HBM, segment. It also expects bit shipment growth in the second half of the year to exceed the first half. SK Hynix added that its average selling price in the second quarter was affected by its product sales mix.
The company said it is currently on track to move ahead with mass production of HBM4E starting in 2027.
SK Hynix said on an analyst call that it has not seen signs of slowing investment in artificial intelligence, and expects AI infrastructure spending to stay solid even after 2027.
The company said long-term supply agreements will not lead to oversupply. It added that such agreements typically last five years, with terms varying by customer. SK Hynix said it will use those long-term deals to further strengthen its leading position in the HBM segment.
SK Hynix also said it expects bit shipment growth in the second half of the year to come in above the first half. Its average selling price in the second quarter was affected by the product sales mix. The company added that it is currently on track to begin mass production of HBM4E from 2027.
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