SK Hynix (000660 KS) expects a considerable increase in capex during 2026. Sees server set growth in the high-teen percentages. Expect short-term shipment adjustments due to deteriorated consumer sentiment.
Importance
Level 1
- PC and mobile memory demand will trail the market.
- Expect 2026 DRAM demand to increase by over 20% Y/Y.
- HBM revenue more than doubled Y/Y.
- Growth momentum accelerated further in Q4.
- Sees considerable supply tightness in Q1.
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