Samsung and Hynix 2trillion won in quarterly operating profit 150forecast, memory shortage continues
Samsung Electronics and SK Hynix 2have signaled record-breaking quarterly results. Industry estimates suggest that the two companies' combined operating profit could reach 150trillion won, while shortages are continuing not only for HBM but also for conventional DRAM.
Samsung Electronics and SK Hynix 2have signaled record-breaking quarterly results. An estimate has emerged that the two companies' combined operating profit could reach 150trillion won. The report said that this figure was presented on the basis of surging demand in the memory market.
The increase in demand was initially known to be centered on HBM (high-bandwidth memory). However, concerns have recently emerged that supply and demand for conventional DRAM have also tightened. The article reported that shortages were spreading beyond HBM to conventional DRAM as well.
Against this backdrop, projections have emerged that operating profit margins will approach record highs. The article mentioned the spread of artificial intelligence as a factor driving up memory demand. It reported that the quarterly results of related companies are drawing particular attention.
The article emphasizes that rising memory prices and supply constraints coincided in the same quarter. It reported that shortages of some high-performance products were contributing to an overall increase in prices. The article summarized this as part of a “memory supercycle.”
The article reports that upcoming earnings announcements and product shipments are matters of interest. In particular, the share of memory-sector performance in corporate results and profit margins were cited as key points to watch. It reported that the industry is closely monitoring the results for this quarter.
Sources: 매일경제 산업
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