SK Hynix (SKHY.O) said on its Q2 earnings call that concerns AI infrastructure
investment will slow amid big techs re-evaluating data center leasing and the
rise of efficient AI models are misplaced. The company said those moves reflect
higher utilization and faster monetization of large-scale AI infrastructure
rather than cuts to AI spending, and that more efficient models are unlikely to
reduce demand for infrastructure and memory because efficiency lets more users
run multiple services on the same hardware, expanding adoption and raising
overall utilization. In mid-to-long-term demand discussions with major
customers, SK Hynix said it has confirmed sustainable AI investment and expects
AI infrastructure spending to remain robust beyond next year.
