Business·Industry

“Expanding Capacity Based on Confirmed Long-Term Customer Demand… Concerns About Oversupply Are Limited”—SK hynix Conference Call

JAEMIN SONG
2026-07-29 09:26:50
[Edaily JAEMIN SONG Choi Oh-hyun Reporter] “The company is formulating a medium- to long-term production capacity (CAPA) strategy based on structural growth driven by AI demand and consultations with key customers. Recently, our cooperative relationships with customers have also been expanding in a more long-term and strategic direction. The production capacity expansion currently underway is based on visibility into market demand, and since it is being carried out flexibly while confirming actual demand, we believe the likelihood of it immediately leading to an oversupply is limited.”

…SK hynix Q2 2026 Conference Call

A view of SK hynix’s headquarters in Icheon, Gyeonggi Province. (Photo: Yonhap News)

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