“Supply Shortage Until 2028”… SK hynix Expected to Post 6.3 Trillion Won Operating Profit in Q2 [Click e Stock]

On June 25, Hyundai Motor Securities stated that “SK hynix’s operating profit for the second quarter of this year is expected to be around 6.3 trillion won, similar to previous estimates.”

No Keunchang, a researcher at Hyundai Motor Securities, said in a report released the same day, “Both second-quarter revenue and operating profit are expected to surpass previous estimates due to a greater-than-expected increase in memory prices. In addition, the further weakening of the Korean won is likely to push revenue and operating profit 2.6% and 2.1% higher than anticipated, reaching 9.04 trillion won and 6.34 trillion won, respectively.”

Hyundai Motor Securities analyzed that although SK hynix is expanding wafer production facilities centered on M15X, the increase by the end of this year is expected to be only 8.0% compared to the end of the first quarter. Even if the Yongin plant begins operations next year, it is unlikely to meet demand. The supply shortage of NAND flash is also expected to persist through the end of next year.

No further projected that “considering capital expansion by data center clients and the expected increase in the adoption of high-bandwidth memory (HBM) in Nvidia Rubin Ultra, which will be in full swing from 2028, the memory semiconductor supply shortage will likely continue until 2028.”

This content was produced with the assistance of AI translation services.