SK Hynix (SKHY.O) expects DRAM market demand to rise 20% YoY in 2026.

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.

美股iShares半导体ETF下跌3.7%。