SK Hynix. Making HBM While AI Shines

But it's still stormy weather ahead as mainstream DRAM, along with NAND ASPs continue their downward slide

While SK Hynix’s ~50% QoQ revenue increase along with bit shipment growth of ~35% for DRAM, ~50% for NAND all look great at first blush, the reality is that operating conditions actually continued to deteriorate during the quarter.

Here’s why.