Yamato: SK Hynix's profits are expected to further improve in the second half of the year.
Analysts from Daewoo Securities, S.K. Kim and Daekoon Kim, wrote in a report that following the strong operating profit in the second quarter, SK Hynix's earnings in the second half of the year are expected to further improve. The analysts stated that the company will benefit from the recent increase in DRAM prices and NAND price rebound in the third quarter. They pointed out that the prosperity of artificial intelligence is driving strong demand for their advanced high-bandwidth memory products. They added that while competitors are struggling with low yields and delayed qualification for 12-layer HBM3E products, SK Hynix is still expected to supply these products. Daewoo predicts that by 2025, SK Hynix's market share in the HBM market will exceed 50%.
Latest