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On July 29, SK Hynix disclosed in its financial report that HBM4 has commenced mass production and shipments in Q2, and will expand production in H2. HBM4E samples were delivered in H1, adopting an optimal process technology that balances technological maturity and mass production stability. SK Hynix stated that in the HBM field, it will continue to solidify its leading position by leveraging comprehensive strengths, including stable supply capability underpinned by high quality and high yield, cost competitiveness, and the industry’s highest performance.

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.