During an online meeting with Goldman Sachs, SK Hynix revealed key predictions about the memory market, showing that memory prices will continue to rise in the coming years due to strong demand from artificial intelligence. The company's executives pointed out that although the market experienced a period of irrational stockpiling, the current supply and demand relationship has returned to rationality, and customers are gradually realizing that "blindly placing double orders" only leads to price surges.

SK Hynix's analysis shows that while customer demand for PCs and mobile devices may slow down, memory supply will remain constrained, meaning prices will be difficult to fall. Especially in the server market, customers' inventory levels are relatively healthy, which actually creates new opportunities for future restocking. At the same time, inventory in PCs and mobile devices is decreasing, which may further increase memory demand.

Currently, SK Hynix is facing tight inventory for its DRAM and NAND products, giving suppliers an advantageous position in price negotiations. This means that customers this year will face challenges in fully meeting their memory demands, especially as AI technology continues to develop, and memory demand is expected to continue rising.

In summary, the rapid development of AI is changing the landscape of the memory market. SK Hynix's forecast highlights the dynamic changes in the market and reminds major customers to be more cautious in future purchases to cope with potential price fluctuations.

Key Points:

🌟 AI-Driven: Due to strong demand from artificial intelligence, memory prices are expected to continue rising before 2026.

📉 Limited Supply: Although demand for PCs and mobile devices may slow down, supply shortages will prevent prices from falling.

📦 Inventory Dynamics: Server customers have healthy inventory, while PC and mobile inventory is declining, creating opportunities for future restocking.