SK Hynix 2Q26 OPe Forecast Misses Consensus Due to High HBM Mix and LTA Effects
zephyr_z9 · x · 2026-08-07
KIS Semicon analyst Minsook Chae forecasts SK Hynix's 2Q26 operating profit at W60.4tn (+556% YoY), missing the W65tn consensus by 8%.
The analyst lowered ASP growth assumptions for 2Q26 based on three factors: 1) a higher HBM sales mix compared to peers, which slows overall ASP growth; 2) lower commodity DRAM price hikes than street estimates; and 3) the stabilizing effect of Long-Term Agreements (LTAs) kicking in. The blended DRAM ASP growth estimate for the quarter was adjusted down to +28.9% QoQ.
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