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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 第三季財報預覽：創紀錄的利潤遇上 HBM4 的現實考驗
SK Hynix 第三季預覽：創紀錄的利潤，但 HBM4 競爭正升溫
SK Hynix 正以高度期待進入第三季財報發布。
分析師預測營業利潤約為₩76.96兆，利潤率接近78.4%。
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