SK hynix announced during the conference call for the 2025 second-quarter earnings release on the 24th that "the increase in NAND sales in the second quarter has reduced the inventory size to normal levels."
SK hynix noted, "In the second quarter, as hyper-scalers expanded their investments in AI, the demand for enterprise SSDs increased, coupled with the return pool demand due to tariff impacts. Additionally, demand for mobile set builds surged due to promotional events in the Greater China market, resulting in overall shipments significantly exceeding expectations." They added, "We will continue to manage production and inventory appropriately in line with market demand conditions."
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