If delivered, that would mark its sixth consecutive record quarter, supported by strong memory pricing and growing HBM demand from Nvidia’s Vera Rubin platform. The AI memory boom is still providing a powerful tailwind. HBM supply remains tight, while DRAM and NAND pricing are also supporting profitability. SK Hynix has built a strong lead in high bandwidth memory, backed by manufacturing expertise and deep relationships with Nvidia. But there’s another side to this story.
