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Bernstein: SK Hynix's DRAM gross margin is expected to reach 92% in the third quarter
Svmuu News: Investment research firm Bernstein estimates that SK Hynix’s DRAM gross margin is expected to reach 90.9% in the second quarter of this year and 92% in the third quarter. This growth is primarily driven by strong demand for HBM; In the HBM market, SK Hynix holds approximately 60% of the market share and is a major supplier to Nvidia. Industry insiders note that in the history of global manufacturing and technology, with the exception of software and platform-based, asset-light companies, very few physical hardware manufacturing businesses have been able to achieve gross profit margins exceeding 90%.
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