SK Hynix says H2 ASP and earnings should beat H1 as HBM shipments ramp
firstadopter · x · 2026-07-29
SK Hynix said the second half of the year should outperform the first in both ASP and earnings as HBM shipments ramp and one-nanometer conventional DRAM output rises.
The company said a richer mix of high-value products and stronger customer demand should lift blended ASPs, with higher shipment volumes and continued mix improvement translating into better earnings in H2.
Related event: SK Hynix Confirms HBM4 Mass Production in H2 2026(5 posts)→
More from Infra
- Open-source Rust GGUF runtime runNburn runs 295B model on 64GB RAM, 2.8x faster decode than llama.cpp — coderyeon · 2026-07-31
- Amazon Says AI Demand Is in Early Stages, Projects Over $220B CapEx for 2026 — inductionheads · 2026-07-31
- Stanford Paper Proposes Mandatory Resource Disclosure for Hyperscale Data Centers — ruthstarkman · 2026-07-31
- Serving 2.8T Param Models Gets Cheap: $1.75/M Tokens on AMD MI355X — scaling01 · 2026-07-31
- Open Source Ternary LLM Engine Tritium: Slashes VRAM Usage and Outperforms llama.cpp — Wide_Big_6969 · 2026-07-31
- Meta's ROCS Paradigm Boosts Recommendation Retrieval QPS Up to 3x — _reachsumit · 2026-07-31