On the conference call for the second-quarter earnings announcement held on the 24th, SK hynix stated, "The level of memory semiconductor shipments in the second quarter of this year exceeded guidance. Major clients aimed for a conservative inventory level this year; however, due to tariffs, they shifted to a strategy of maintaining an appropriate inventory level."
It continued, "In the first half of the year, there was a significant increase in purchase demand from major clients with low inventory levels," and noted, "Despite concerns about low demand in the second half due to more shipments than expected in the first half, a sharp change in market conditions is not anticipated."
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