Medium2026-09-29Short term · Leans positiveLonger term · Leans positive

Q4 DRAM Prices Seen Up to 20% Higher; Institutions See SK Hynix HBM Margin at 80%

Reports point to Q4 DRAM contract prices rising as much as 20%, while overseas institutions estimate SK Hynix's HBM operating margin could reach 80% next year. Higher memory prices and HBM profitability directly improve the earnings outlook, a key driver for the stock.

Impact assessments are model-generated from public coverage, for reference only and not investment advice.

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비즈니스포스트 · 09-29 15:31 KST

DRAM Prices Seen Up to 20% Higher in Q4; Overseas Institutions See SK Hynix HBM Margin at 80% Next Year

Overseas investment institutions expect DRAM prices to rise as much as another 20% quarter-on-quarter in Q4 and forecast SK Hynix's HBM margin could reach 80% next year. If both materialize, earnings leverage would expand sharply, providing a strong positive catalyst for the stock and reinforcing its HBM leadership premium.