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We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
Joined October 2017
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SK Hynix CEO this week on the memory situation: "There are no clear signs of a downturn, so this situation will continue through the end of 2030...Even if a downturn comes, it will be closer to a gradual decline or flat trend rather than a steep drop,. After 2030, I believe supply and demand will find balance and the entire AI industry can grow together."
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