SK hynix says AI demand is still “almost unbelievable” as memory boom stretches on
firstadopter · x · 2026-07-28
Bloomberg quotes SK hynix chairman Chey saying recent demand conversations have been “almost unbelievable,” with the company seeing strong AI-related demand. The piece frames the bigger question as how long earnings can keep rising in lockstep with revenue growth, and notes that Chey’s remarks came on stage alongside Nvidia, Broadcom, OpenAI, and Anthropic leaders at a San Francisco event. It also references Micron’s recent spending expansion on new plants, suggesting the memory boom may last longer than some expected.
Related event: SK Hynix Reports Strong AI Demand, Surging Profits but Warns of Oversupply(5 posts)→
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