#SKHynixRecordMiss

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About SKHynixRecordMiss

SK Hynix posted a record yet disappointing quarter. Q2 operating profit surged 557% to 60.5T won, an all-time high, but missed the 64T won expected; revenue of 79T won also fell short. A higher HBM mix than peers meant it benefited less from this cycle's conventional memory price recovery. Shares fell after the print, but management sees no AI spending slowdown, says HBM4 is shipping in volume and supply deals lock in 5 years. On July 29 Hynix rose about 4% and Samsung about 6% in Seoul.

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