[Edaily JAEMIN SONG Choi Oh-hyun Reporter] “We are well aware of concerns regarding a slowdown in investment, stemming from recent moves by some Big Tech companies to lease out data centers and the emergence of highly efficient AI models. However, we view this not as a reduction in AI infrastructure investment, but rather as a process of monetizing the infrastructure we have built on a large scale over the years. Since AI investment by major cloud service providers (CSPs) is directly linked to the competitiveness of their core businesses—such as advertising, search, and software—it is highly likely to remain robust. As AI competition and service expansion among CSPs continue, we expect AI infrastructure investment to remain robust beyond next year. Accordingly, we forecast that demand will expand across the entire memory sector—not only for HBM, which handles AI computations, but also for server DRAM and high-performance, high-capacity NAND.”
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A view of SK hynix’s headquarters in Icheon, Gyeonggi Province. (Photo: Yonhap News)
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