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Medium2026-10-01Short term · Leans positiveLonger term · Leans positive

SK hynix H2 Operating Margin Seen Topping 80% for First Time

SK hynix's second-half operating margin is projected to exceed 80% for the first time, driven by surging prices for high-value memory like HBM and tight supply-demand. If realized, it would sharply reinforce earnings expectations and support the stock near- and medium-term, though investors should watch for a post-peak memory price correction.

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

Related coverage · 1 related reports

  • 비즈니스포스트 · 10-01 15:05 KST
    SK hynix H2 Operating Margin Seen Topping 80% for First Time

    Analysts expect SK hynix's H2 operating margin to exceed 80% for the first time, as capacity expansion and long-term agreements (LTAs) lock in prolonged high profitability. That is a strong positive for the stock if realized, though cycle-peak and price-decline risks warrant caution.

SK hynix H2 Operating Margin Seen Topping 80% for First Time · Hynix Board