SK hynix Sees AI Memory Demand Keeping DRAM and HBM Tight Into Late 2026

SK hynix reported record second-quarter revenue and tied the result to continued demand for AI-related memory products. According to the source, supply remains tight and customer purchasing behavior is evolving as large buyers work to secure future supply. The company said it is expanding long-term agreements with major customers, which should improve planning for both demand and capital investment. For the memory market, the message is straightforward: HBM and DRAM remain the core growth engines for the second half of 2026, and tight supply conditions are not easing quickly. That combination supports firm pricing and keeps pressure on buyers that still need high-performance memory for AI infrastructure buildouts.