Bernstein: SK Hynix's DRAM Gross Margin Expected to Reach 90.9% in Q2

07/06 08:45

On July 6, investment research firm Bernstein estimated that SK Hynix's DRAM gross margin for the second quarter of this year is expected to reach 90.9%, approaching the peak of the economic cycle as recognized by the market, with a projected increase to 92% in the third quarter. This growth is primarily driven by high demand for HBM; SK Hynix holds approximately 60% of the HBM market share and is a major supplier to Nvidia. Industry insiders noted that in the history of global manufacturing and technology, very few physical hardware manufacturing businesses, aside from software and platform-based light asset companies, have been able to push gross margins above the absolute high of 90%.

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