[Conference Call] SK hynix: "Performance to Improve Further as HBM4 Shipments Expand Significantly in Second Half"
On July 29, during the conference call for its second quarter 2026 earnings announcement, SK hynix stated, "In the second quarter of this year, the timing for the expanded shipment of certain high value-added products was pushed back to the second half, and the changes in our portfolio composition appear to have affected the overall blended average selling price (ASP)." The company added, "In the second half of the year, the volume of HBM4 will expand in earnest, and shipments of general DRAM based on the 6th-generation 10-nanometer process (1c) will also increase, leading to a bit growth rate higher than in the first half."
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Bit growth refers to the percentage increase in total memory semiconductor (DRAM, NAND flash) shipments (production volume), measured in bits, compared to the previous quarter or year.
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