Semiconductor Insider(@SemiconductorsX):The big three memory makers are printing money from the AI boom. Micron, SK hynix and Samsung DS all saw sharp operating margin gains from late 2025 to 3Q26. Latest figures show Micron and SK hynix near 80%+, with Samsung DS at a strong 72.4% after a solid recovery. (Note: Micron’s fiscal quarters differ.) $MU $SKHY High demand for HBM and server memory is driving prices and profits higher than many expected. Memory is the quiet winner in the AI race right now. #Samsung #Micron #SKhynix

2026.10.29 07:21

The big three memory makers are printing money from the AI boom. Micron, SK hynix and Samsung DS all saw sharp operating margin gains from late 2025 to 3Q26. Latest figures show Micron and SK hynix near 80%+, with Samsung DS at a strong 72.4% after a solid recovery. (Note: Micron’s fiscal quarters differ.) $MU $SKHY High demand for HBM and server memory is driving prices and profits higher than many expected. Memory is the quiet winner in the AI race right now. #Samsung# #Micron# #SKhynix#

MojoTrick@MojoTricks

2026.10.29 05:08

Operating margins of the big three memory makers continue to climb. Micron, SK hynix and Samsung DS all saw sharp expansion from 4Q25 to 3Q26. Samsung DS still trails but has recovered strongly. Note: Micron’s fiscal quarters differ (3Q26 = 4QFY26) #Samsung#