SK Hynix 2Q25
- Secured visibility on ’26 HBM demand; but not yet saying sold out- Raising ’25 Capex vs prior plan to meet HBM demand; incremental capex will go to HBM equipment- Potential upside from H20- Revenue up 26% q/q and 35% y/y; tariff pull-ins drove bit shipmentsSource: Sravan Kundojjala
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