SK Hynix Sees 2026 DRAM Demand Rising Mid-20% YoY

Q2 DRAM Average Selling Price Up About 30% Vs Q1 - Q2 NAND Average Selling Price Up Mid-50% Vs Q1 - AI Model Improvements And Software Efficiency Expected To Expand AI Usage And Drive Infrastructure Demand - Major Big Tech Customers Expanding Infrastructure Investment And Memory Procurement Amid AI Service Growth And Compute Shortages - Temporary Slowdown In Smartphone And PC Sales Due To Memory Supply Constraints - Smartphone And PC Growth Expected To Gradually Recover As Supply Tightness Eases And AI Adoption Broadens - Has Long-Term Chip Supply Agreements With 10 Clients - Expects Q3 DRAM Shipments To Rise About 10% Vs Q2 - Expects Q3 NAND Shipments To Rise Low-Single Digits Vs Q2