SK Hynix 4Q25
- $22.7B revenue in 4Q25 vs $17.6B in 3Q25 and $14.1B in 4Q24; 60% GM and 58% OPM; Expects revenue and capex to grow substantially in ’26; Capex intensity in the mid-30% range in ’26; demand >supply across DRAM/HBM/NAND- DRAM demand bit growth in '26: >20%- NAND demand bit growth in '26: high-teen %- DRAM ASPs up 20% q/q while bit growth up LSD%- DDR5 and HBM3E primary drivers of DRAM- Company DRAM inventory decreased in Q4; Inventory is expected to decline further in 2H26 as products are selling out as soon as they are producedSource: Sravan Kundojjala
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