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taishiro
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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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