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SK hynix is turning the current AI-memory upswing into a test of capital discipline. More than KRW18T spent on PP&E in H1, over 70% higher year on year, signals confidence across HBM, advanced packaging and NAND capacity. The measured judgment is that technology leadership alone will not secure the return. Staged expansion helps limit timing risk, but sustained profit and cash flow still require orders, utilization and memory p to#WeakConsumptionFedSplit #OpenAIAnthropicRace #SKHynixCapexSurge