SK Hynix says AI infrastructure spending will stay strong beyond next year
firstadopter · x · 2026-07-29
SK Hynix said on its earnings call that AI infrastructure investment should stay strong beyond next year.
- The company expects memory demand to keep expanding, not just for HBM and AI compute.
- It also sees rising demand for server DRAM to support agentic AI, plus high-capacity NAND as AI services and data growth continue.
Related event: SK Hynix Reports Strong AI Demand, Surging Profits but Warns of Oversupply(5 posts)→
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