SK hynix said during a conference call for the first quarter results on the 24th, "While mutual tariff measures between the U.S. and some countries are currently suspended, the possibility of imposing tariffs on semiconductor items has been raised, making it difficult to predict the impact due to significant uncertainty." It noted, "Global customers are maintaining the demand for memory semiconductors that was under discussion, and some customers are also moving to accelerate their demand."
It also noted, "With the tariff suspension, we expect the launch of AI PCs and similar products. There is a possibility that customers will rush to make purchases before price increases, which could stimulate replacement demand. The demand impact for products related to AI servers is expected to be limited, and SK hynix will minimize the impact based on cooperation with customers."