SK Hynix Goldman Sachs conference call: Unable to meet all customer demands, storage prices continue to rise this year.

At the virtual investor conference held on February 20, SK Hynix revealed the latest developments in the storage market to Goldman Sachs. SK Hynix sent a strong signal during the Goldman Sachs conference call: the storage industry has fully entered a seller's market. Due to the real demand for AI and limited clean room space, storage prices will continue to rise this year. The company disclosed that the current inventory of DRAM and NAND is only about 4 weeks, and no customer can fully meet the demand. With HBM capacity sold out by 2026, the severe shortage of standard DRAM is significantly increasing the bargaining power of suppliers, and the industry chain has initiated long-term contract negotiations to secure future supply. In resonance with the explosive demand for AI and supply bottlenecks, storage chips are fully entering the "seller's market", and Hynix explicitly stated that this year, all customers' demands cannot be fully met, and price increases have become a certainty.