Postingan
Zeeeshu
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
Penafian: Konten OKX Orbit ini hanya disediakan untuk tujuan informasi. Selengkapnya
Balasan
Belum ada komentar. Jadilah yang pertama membalas!
Berita pasar hari ini
1#Pejabat Federal Reserve mengatakan inflasi masih merupakan risiko terbesar
2#Penjualan besar-besaran AI di pasar saham AS menyebabkan Nasdaq kehilangan 2,3 triliun dolar AS dalam satu hari
3#Pratinjau Laporan Keuangan RocketLab: Bagaimana Kemajuan Roket Neutron?
