金色财经|7月 06, 2026 08:38
[Bernstein: SK Hynix's DRAM Gross Margin Expected to Reach 90.9% in Q2]
According to Golden Finance, on July 6, investment research firm Bernstein estimated that SK Hynix's DRAM gross margin for the second quarter of this year is expected to reach 90.9%, approaching the peak of the market's recognized boom cycle, with the third quarter projected to reach 92%. This growth is primarily driven by high demand for HBM; in the HBM market, SK Hynix holds approximately 60% market share and is a major supplier for NVIDIA. Industry insiders have noted that in the history of global manufacturing and technology, aside from software and platform-based light asset companies, it is extremely rare for physical hardware manufacturing businesses to push gross margins to an absolute high of over 90%.
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