FRONTIER · APAC
SK Hynix Q2 profit hits record on HBM memory demand, but revenue misses forecasts
South Korean chipmaker SK Hynix reported record Q2 profit but revenue came in below estimates, with tripled year-over-year growth driven by high-bandwidth memory (HBM) for AI training and inference clusters. Supply constraints on advanced memory persist.
WHY IT MATTERS
HBM supply bottleneck for AI data centres tightening—BFSI compute clusters building proprietary LLMs face extended procurement timelines. This tilts capex toward fewer, larger GPU pools rather than distributed model inference.
Source: CNBC · 2026-07-29