SK hynix selloff may reflect DRAM pricing fears, not weakening demand
tengyanAI · x · 2026-07-25
The post argues that the market may have misread SK hynix by pricing in a demand collapse, when the real swing factor is likely DRAM price realization.
Key points:
- Korea customs data effectively closes the quarter before earnings; reports were expected on July 29.
- Memory exports hit a record June, up 57% quarter over quarter.
- Despite that, memory stocks sold off in July on fears of an industry demand break.
- The author’s view is that the next earnings print will depend more on pricing than on demand.
Related event: SK hynix Dip Reflects DRAM Pricing Fears, Not Demand Collapse(2 posts)→
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