"과거와는 다르다"…SK하이닉스, 메모리 피크아웃 우려에도 ‘자신감’

SK Hynix's record-breaking performance signals a structural shift where AI-driven demand for high-value products like HBM and eSSD consistently outpaces global production capacity. The industry is transitioning from traditional cyclical volatility to a long-term growth phase secured by supply shortages and strategic long-term agreements (LTA), fundamentally increasing the strategic importance of memory in the AI infrastructure.