Bernstein: SK Hynix’s DRAM Gross Margin Expected to Reach 92% in Q3

Odaily reported that investment research firm Bernstein estimates SK Hynix’s DRAM gross margin could reach 90.9% in Q2 this year and 92% in Q3. This growth is primarily driven by strong demand for HBM; SK Hynix holds approximately 60% of the HBM market share and is a key supplier to Nvidia. Industry insiders noted that in the history of global manufacturing and technology, apart from software and asset-light platform companies, very few physical hardware manufacturing businesses have managed to push gross margins above 90%.