SK hynix noted in the conference call on the 4th quarter performance held on the 23rd that, "Since the second half of last year, the expansion of DDR4 DRAM supply by Chinese DRAM suppliers has led to a decline in legacy product prices," adding that, "Recently, the development and sale of DDR5 have been discussed, and there are concerns about the impact of DDR5."
It continued, "However, there is a significant difference between the leading-edge processes applied by major corporations and those of Chinese corporations, and there will certainly be a difference in DDR5 quality and performance," adding that, "Moreover, as the trend of strengthening public sanctions continues, Chinese corporations will face more uncertainties in the development process of leading-edge processes."