SK Hynix DRAM Gross Margin 61% — "AI Memory Has Become Dominant"
Published · Updated · By Investus editorial desk (SUNRYU Partners)
SK Hynix achieved 61% DRAM gross margin in Q2 2026, declaring 'AI memory has become dominant.' Japan govt confirmed $8.6B for Hiroshima plant expansion (Micron-related). HBM high-margin structure confirmed.
SK Hynix Q2 Results
• DRAM Gross Margin: 61%
• HBM high-margin portfolio mix
• Quote: "AI memory has become dominant"
AI Memory Structure
• HBM vs standard DRAM: 4–5× ASP premium
• NVDA H100/B200: requires SK Hynix HBM
• Market share: 50%+ maintained
Japan Hiroshima Plant
• Japan govt support: $8.6B
• Micron Hiroshima plant expansion
• Geopolitical semiconductor supply chain investment
MU Read-Through
• SK Hynix result = MU sector leading indicator
• HBM3e demand confirmed strong
• MU similar margin improvement expected
Sources & further reading
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