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taishiro
If delivered, that would mark its sixth consecutive record quarter, supported by strong memory pricing and growing HBM demand from Nvidia’s Vera Rubin platform.
The AI memory boom is still providing a powerful tailwind.
HBM supply remains tight, while DRAM and NAND pricing are also supporting profitability. SK Hynix has built a strong lead in high bandwidth memory, backed by manufacturing expertise and deep relationships with Nvidia.
But there’s another side to this story.
taishiro
SK Hynix Q3 Earnings Preview: Record profits meet the HBM4 reality check
SK Hynix Q3 Preview: Record Profits, But HBM4 Competition Is Heating Up
SK Hynix is heading into its Q3 earnings report with expectations running high.
Analysts are projecting around ₩76.96 trillion in operating profit, with margins near 78.4%.
#SKhynixQ3HBM4Earnings
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