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Big Tech demanding deals that smooth out memory prices, says SK Hynix

Don't worry about an AI bust, monster profits and huge margins are here to stay

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theregister.comStai leggendo9 h fa

Big Tech demanding deals that smooth out memory prices, says SK Hynix

SK Hynix locked in ~10 long-term deals with major tech to stabilize DRAM/NAND prices; Q2 revenue $54.5B (+257% YoY), operating profit $41.6B (+557%). Multiyear contracts hedge datacenter capex risk; SK forecasts sustained AI infrastructure and agentic AI demand, but investors remain skeptical (stock -5%).

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Timeline cronologica

lunedì 27 luglio 2026·cryptobriefing.com
SK Hynix expects AI demand to stabilize memory chip cycles
SK Hynix expects AI-driven demand to stabilize memory chip cycles, warning of the worst-ever supply shortage through 2027 as HBM sales surge.
mercoledì 29 luglio 2026·channelnewsasia.com
SK Hynix posts sixfold rise in Q2 profit on AI chip demand, misses forecasts
SEOUL: South Korean chipmaker SK Hynix reported a more than sixfold increase in quarterly operating profit to a record high on Wednesday (Jul 29), driven by robust demand for…

Big Tech demanding deals that smooth out memory prices, says SK Hynix

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Big Tech demanding deals that smooth out memory prices, says SK Hynix

Timeline cronologica

SK Hynix expects AI demand to stabilize memory chip cycles

SK Hynix posts sixfold rise in Q2 profit on AI chip demand, misses forecasts

SK Hynix expects AI demand to stabilize memory chip cycles

SK Hynix Has a Warning for Tech Buyers: Your Next Laptop or Phone Could Cost More Because of This - SK hy

Memory maker SK hynix's profit rises 557% amid global shortage, expansion costs climb to $27 billion — shares…

SK Hynix's record profit misses forecasts; shares slump 10% despite robust AI chip demand - The Economic Times

SK hynix posts 1,200% net profit boost on AI chip boom

SK hynix's record profit misses forecasts, shares slump 11% despite robust AI chip demand

SK hynix Q2 profit jumps 557% on AI chip demand, misses forecasts

SK Hynix Stock Dumps On Actual Earnings Miss; Pumps On Promise Of "Explosive" Demand

SK Hynix Q2 profit surges more than sixfold on continued memory demand

SK Hynix Q2 profit surges on memory demand but misses market forecast

SK hynix posts 1,200% net profit boost on AI chip boom

SK hynix posts 1,200% net profit boost on AI chip boom - Companies - The Jakarta Post

SK Hynix's record profit misses forecasts; shares slump 10% despite robust AI chip demand - The Economic Times

Big Tech demanding deals that smooth out memory prices, says SK Hynix

When a 1,200 percent profit boost isn’t good enough.

SK Hynix Has a Warning for Tech Buyers: Your Next Laptop or Phone Could Cost More Because of This - SK hy

SK hynix net profit jumps over 1,000%, but shares slide

SK hynix rejects peak fears after record quarter

Memory maker SK hynix's profit rises 557% amid global shortage, expansion costs climb to $27 billion — shares slide despite mammoth…