Bernstein: SK Hynix's DRAM gross margin expected to reach 92% in Q3

Odaily Odaily reported that Bernstein, an investment research firm, estimates that SK Hynix's DRAM gross margin could reach 90.9% in the second quarter of this year and 92% in the third quarter. This growth is primarily driven by strong demand for HBM. SK Hynix holds around a 60% market share in the HBM market and is a key supplier to Nvidia. Some industry insiders note that in the history of global manufacturing and technology, aside from software and platform-based asset-light enterprises, very few physical hardware manufacturing businesses have managed to push their gross margins above 90%.