Memory exports jumped 57% as DRAM prices and volumes both kept rising
tengyanAI · x · 2026-07-27
This post argues that the bearish view on the SK hynix debate is hard to sustain if you look at broader memory-market data.
- Korean memory exports reportedly rose from $39.8B in Q1 to $62.3B in Q2, up 57%, with June as the strongest month on record.
- The poster says commodity DRAM implied price/kg rose 58%, while the shipped weight of near-HBM-class products rose 15%.
- That combination suggests both prices and volumes increased, rather than a simple price spike without demand support.
- The post also cites Nanya: with less long-term contract coverage than SK hynix, it reported Q2 revenue up 68% QoQ.
- The conclusion is that the real debate is narrower: how much of the DRAM surge actually flowed through SK hynix’s contracts, not whether demand weakened broadly.
Related event: SK hynix Q2 preview: profit debate, HBM focus(5 posts)→
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