[SK Hynix Conference Call: No Signs of AI Investment Slowing Down, Committed to Strengthening Leadership in the HBM Sector] BlockBeats News, July 29, SK Hynix held an analyst conference call: Currently, there are no signs of artificial intelligence investment slowing down, and AI infrastructure investment is expected to remain robust beyond 2027. Long-term agreements are not expected to lead to oversupply. The terms of long-term agreements vary, but they are typically for 5 years. SK Hynix has committed to strengthening its leadership in the HBM sector through long-term agreements. Bit shipment growth in the second half of the year is expected to exceed that of the first half. The product sales structure impacted the average selling price in the second quarter. The company is on track to begin mass production of HBM4E starting in 2027. [Original Link]