SK hynix noted in a conference call on Jan. 24 regarding its first-quarter 2025 earnings announcement that the emergence of DeepSeek has lowered the entry barriers into the AI development market by enabling the creation of AI with the same performance using less hardware. It added that as development expenses decrease, attempts at development have surged, leading to increased demand for not only high-bandwidth memory (HBM) but also 96-gigabyte (GB) DRAM and other high-capacity DRAM.
It also said that continuous model training is necessary for high-quality AI inference services, so it is inevitable that high-capacity server infrastructure expands in this trend, predicting that high-capacity servers will be key to medium- to long-term server demand.