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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 盈利预览：创纪录的利润遇上 HBM4 现实考验
SK Hynix 第三季度预览：创纪录的利润，但 HBM4 竞争日益激烈
SK Hynix 正以高期待进入第三季度财报发布。
分析师预计营业利润约为₩76.96万亿，利润率接近78.4%。
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