SK hynix is set to release its full Q3 results on October 28. I’m expecting another strong quarter, driven by continued growth in AI server demand and the ramp-up of HBM4 production. These factors could help sustain exceptionally high margins, with consensus estimates hovering around 78%. While concerns remain about Samsung narrowing the gap and potential delays in the HBM4 ramp-up, I believe SK hynix retains a competitive edge in supplying high-volume HBM4. #SKhynixQ3HBM4Earnings
