First Squawk(@FirstSquawk):SK HYNIX SAYS PC AND SMARTPHONE SHIPMENTS ARE EXPECTED TO DECREASE DUE TO COST BURDENS FROM RISING MEMORY PRICES AND SUPPLY SHORTAGES, BUT THAT GROWING AI INFRA DEMAND IS EXPECTED TO MORE THAN OFFSET THIS DECLINE AND DRIVE CONTINUED GROWTH IN THE OVERALL MEMORY MARKET, WITH DEMAND TO EXCEED EARLIER EXPECTATIONS AS AI TAKES ON LONGER, MORE COMPLEX TASKS

First Squawk

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First Squawk@FirstSquawk

2026.10.27 23:39

SK HYNIX SAYS PC AND SMARTPHONE SHIPMENTS ARE EXPECTED TO DECREASE DUE TO COST BURDENS FROM RISING MEMORY PRICES AND SUPPLY SHORTAGES, BUT THAT GROWING AI INFRA DEMAND IS EXPECTED TO MORE THAN OFFSET THIS DECLINE AND DRIVE CONTINUED GROWTH IN THE OVERALL MEMORY MARKET, WITH DEMAND TO EXCEED EARLIER EXPECTATIONS AS AI TAKES ON LONGER, MORE COMPLEX TASKS