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Medium2026-10-09Short term · Leans positiveLonger term · Leans positive

Memory Giants Post Record Profits, 80% Margins, Supercycle Until 2030

Chosun Ilbo reported that memory giants including Samsung Electronics and SK Hynix posted record profits with margins near 80%, judging the AI-driven memory supercycle could extend to 2030. The report reinforces expectations of prolonged high HBM and commodity DRAM/NAND prices, supporting SK Hynix's earnings outlook and valuation, though cycle-peak and capacity-expansion risks warrant caution.

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

Related coverage · 1 related reports

  • 조선일보 · 10-09 00:52 KST
    Memory Giants Post Record Profits, 80% Margins, Supercycle Until 2030

    Chosun Ilbo reports memory chip giants (including SK Hynix) posted record profits with 80% gross margins, forecasting the industry supercycle to last until 2030. If accurate, this reinforces market confidence in Hynix's long-term profitability, supporting higher valuation multiples, though cycle-peak risks warrant caution.

Memory Giants Post Record Profits, 80% Margins, Supercycle Until 2030 · Hynix Board