帖子
taishiro
查看原文
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海力士第三季度收益预览：创纪录的利润遇上HBM4的现实考验
SK海力士第三季度预览：创纪录的利润，但HBM4竞争日益激烈
SK海力士正以高涨的预期迎接其第三季度财报。
分析师预计营业利润约为₩76.96万亿，利润率接近78.4%。
#SKhynixQ3HBM4Earnings
