SK hynix reported second-quarter revenue of 79.32 trillion won and operating profit of 60.54 trillion won on Wednesday, the latter up 557% year over year at a record 76% operating margin, and used the same Seoul earnings call to lift its 2026 capital spending guidance to the high 40 trillion won range as AI server demand keeps outrunning what the company can produce. Third-quarter DRAM bit shipments are guided up around 10% sequentially, following a quarter in which DRAM average selling prices rose roughly 30%, and NAND prices rose in the mid-50% range.
Go deeper with TH Premium: Memory
