Sravan Kundojjala(@SKundojjala):- SK Hynix 2Q26 - $52.8B revenue in 2Q26 (+51% q/q, +257% y/y); new ATH; 83% GM up from 79%in 1Q - DRAM and NAND demand projected to grow mid-20% and high teens in ‘26 - Blended DRAM ASP affected by shipment delays for some high-value products and product-mix changes - 2026 CapEx expected in the high KRW 40T range ($30B+) - LTAs completed with around 10 customers; Typical LTA duration around 5 yrs - HBM4 mass production shipments started in 2Q26; ramp planned in 2H26 - HBM4 yield and quality already approaching mature HBM3E levels - HBM4E samples delivered to major customers in 1H26

2026.07.29 08:06

- SK Hynix 2Q26 - $52.8B revenue in 2Q26 (+51% q/q, +257% y/y); new ATH; 83% GM up from 79%in 1Q - DRAM and NAND demand projected to grow mid-20% and high teens in ‘26 - Blended DRAM ASP affected by shipment delays for some high-value products and product-mix changes - 2026 CapEx expected in the high KRW 40T range ($30B+) - LTAs completed with around 10 customers; Typical LTA duration around 5 yrs - HBM4 mass production shipments started in 2Q26; ramp planned in 2H26 - HBM4 yield and quality already approaching mature HBM3E levels - HBM4E samples delivered to major customers in 1H26