SK hynix posts record 76% operating margin quarter while DRAM share slips to 25%
SK hynix reported a record 76% operating margin quarter while its DRAM market share fell from 29% to 25%, with DRAM revenue up 1.35x. KB Securities said Samsung Electronics and SK Hynix are expected to escape an extreme undervaluation phase as hyperscalers' AI infrastructure investment next year is projected at $1.3 trillion, up 60% from this year.
Detected & updated continuously · Source: Nebula
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@FABYMETAL4
🔎営業利益率76%の過去最高の四半期に、SK hynixのDRAMシェアは29%から25%へ下がった | DRAM売上は1.35倍だ 000660.KS 005930.KS $MU 営業利益率76%。SK hynix 000660.KS
@TradexWhisperer
KB Securities outlook on $DRAM $SKHY $MU “Samsung Electronics and SK Hynix are expected to escape from an extreme undervaluation phase.” Hyperscalers’ AI infrastructure investment next year is projected at $1.3 trillion, up 60% from this year. Memory’s share of AI