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Samsung and SK Hynix are forecast to report combined quarterly operating profits of 184 trillion won, roughly double their total profits from last year, despite recent share price declines of about 30% amid concerns over memory chip price volatility.
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Key sources
- SUPPORT@melvininvests“HBM average selling prices are expected to jump 121% next year, and next year's supply is reportedly already SOLD OUT.”x.com
- SOURCE@stocksavvyshay“Michael Dell says memory shortage is going to “get worse” next year with ~$95B in AI server backlog”x.com
- SUPPORT@stocksavvyshay“new memory fabs unlikely to provide meaningful relief until 2029 or 2030”x.com
- SUPPORT@deitaone“Projected fiscal-year revenue growth: 70%”x.com
- SUPPORT@aleabitoreddit“It's a 4 year problem because there's just not enough supply”x.com
- SUPPORT@aleabitoreddit“One of the things that's really great about memory is that you can always use more of it”x.com
- SUPPORT@melvininvests“The quarter it reports this week is still expected to be a RECORD, with about ₩77 trillion of operating profit expected.”x.com
- SOURCEhuggingnewshuggingnews.com