SK Hynix sent a clear signal during its latest earnings call: the tight supply situation in the memory market will continue, and the company is fully committed to increasing production of high-end products but still cannot fully meet customer demand. This supply-demand pattern is expected to persist in the second half of this year. SK Hynix stated that DRAM inventory in the fourth quarter has significantly decreased year-on-year, with products being shipped to customers immediately after production, leaving almost no room for inventory accumulation. The company expects that as time progresses into the second half of this year, DRAM inventory will further shrink, and the tight supply situation for customers may continue for some time. Although production of HBM4 is currently being maximized, it is still difficult to fully meet customer demand. The company's goal is to gain an overwhelming share in the HBM4 market, continuing its dominance in HBM3 and HBM3E products. Additionally, the company is cautious about large-scale manufacturing expansion in the United States but has announced a $10 billion investment to establish an AI solutions company in the U.S., utilizing advanced chip technologies, including HBM, to provide optimized AI systems for data center customers.