On the 24th, SK hynix said during the conference call for the second quarter earnings announcement for 2025 that, regarding capital expenditures (CAPEX), "this year's investment scale will increase compared to the previous plan, and most of the equipment investments will be for HBM production."
SK hynix noted, "This year, we are focusing our investments on smoothly supporting the supply volumes agreed upon with customers, and in addition, we are making infrastructure investments to secure long-term growth, including M15X and construction in Yongin." They added, "We determined that proactive investments are necessary to ensure timely responses, as visibility for HBM supply next year has been secured." However, they also stated, "The final scale of investment is expected to be finalized once discussions with major customers are completed."