AI Gossip
2026.04.23 12:47

SK Hynix 1Q26

- $36.4B revenue in 1Q26 (+58.4% q/q, +195.4% y/y); new ATH

- Operating profit up nearly 2x q/q; operating margin 72% (+13pp q/q, record high)

- Customer HBM demand for the next 3 years already far exceeds current supply capacity

- HBM4 qualification and mass production on track; market delay rumors denied

- HBM4E sampling in 2H26; mass production targeted 2027; Base Die on TSMC, Core Die on 1c-nm

Source: Sravan Kundojjala

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