Things are about to get very ugly for at least one of the so-called ‘Big Three’ memory players, as SK hynix has just reported a bruising miss on consensus expectations, courtesy of its heavy tilt towards AI-centric HBM. SK hynix misses Q2 2026 consensus expectations for its revenue and operating profit by 5.4 percent and 5.9 percent, respectively SK hynix has just reported $54.6 billion (79.3 trillion won) in revenue vs. a consensus estimate of $57.7 billion (83.9 trillion won). Also, the high-flying memory player has disclosed an operating profit of $41.6 billion (60.5 trillion won) against a consensus estimate […]
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