[SK Hynix rebuts AI investment slowdown concerns, robust outlook maintained beyond next year]

Published: Jul 29, 2026 15:43

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SK Hynix (SKHY.O) stated during its Q2 earnings conference call: "We note that concerns have emerged about a potential slowdown in AI infrastructure investment due to some major tech companies reassessing data center leasing businesses and the rise of efficient AI models. We believe these moves are not a process of cutting AI investment, but rather one of improving utilization rates and accelerating the monetization of large-scale AI infrastructure." SK Hynix stated that the popularization of efficient AI models is unlikely to lead to a decline in demand for infrastructure and memory. As model and system efficiency improves, more users can access various services on the same infrastructure, thus expanding the accessibility and coverage of AI services. Given that even recently launched efficient AI models are experiencing explosive user demand, efficiency gains are driving service popularization and increasing overall usage rates. SK Hynix stated that during medium and long-term demand discussions with major clients, the company also confirmed the sustainability of AI investment. It believes that AI infrastructure investment will remain robust beyond next year.

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