SK Hynix expects AI investment momentum to continue

SK Hynix's outlook matters less for the chipmaker itself than for the AI capital-spending chain it sits inside: memory is a leading indicator of whether hyperscaler buildouts are accelerating or stalling. The claim that customer cash flow will improve and the investment burden will ease is a notable shift in framing, implying AI spending is becoming self-funding rather than balance-sheet-driven. But without figures or a timeframe, it remains an assertion rather than a datapoint. Whether that easing actually shows up in customer capex guidance is the open question.