SK hynix said at its fourth-quarter 2025 earnings conference call on the 29th, "In the first quarter, despite seasonal off-peak conditions, strong customer demand continues, while constrained supply conditions persist," adding, "DRAM supply will remain at last year's level, but NAND will decrease slightly from last year."
It added, "With demand for AI and general memory surging, we are pursuing new capacity and continuing to accelerate leading-edge processes, but physical constraints on production space remain. The supply-demand environment will stay tight for the time being," while noting, "However, even in this environment, hynix is making various efforts to maximize production."
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