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Digitimes July 29, 2026 By DIGITIMES positive

SK Hynix prepares for prolonged memory tightness as AI infrastructure expands

SK HynixAI / LLMSemiconductorsMemorySupply ChainData Center
<p class="P1" data-sourcepos="5:1-5:413;117-529">SK Hynix reported record second-quarter revenue, underscoring the firm's strong demand for AI-related memory despite supply constraints and shifting customer buying patterns. The South Korean chipmaker said it is expanding long-term agreements with major customers to lock in demand and support investment planning. The company also expects HBM and DRAM to remain key growth drivers into the second half of 2026.
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