$MKR has a detail here worth noticing.
Chip Maker SK Hynix Posts Record Quarter as AI Memory Demand Overwhelms Supply - Decrypt In brief SK Hynix reported third-quarter revenue of 104.6 trillion won, up 328% from a year earlier, and operating profit of 83.3 trillion won, up 632%, for an 80% operating margin. The company expects memory demand to exceed supply through 2030 and says its DRAM and HBM volumes through 2029 are effectively sold out. SK Hynix reported record third-quarter results on Wednesday, with revenue of 104.6 trillion won (almost $78 billion) and operating profit of 83.3 trillion won ($65.5 billion), according to its earnings release . It was the first time the South Korean memory chip maker’s quarterly sales topped 100 trillion won ($74.5 billion). SK Hynix told investors that demand for memory will keep outrunning supply through 2030, and that its DRAM and HBM volumes through 2029 are effectively sold out.
Chip Maker SK Hynix Posts Record Quarter as AI Memory Demand Overwhelms Supply - Decrypt In brief SK Hynix reported third-quarter revenue of 104.6 trillion won, up 328% from a year earlier, and operating profit of 83.3 trillion won, up 632%, for an 80% operating margin. The company expects memory demand to exceed supply through 2030 and says its DRAM and HBM volumes through 2029 are effectively sold out. SK Hynix reported record third-quarter results on Wednesday, with revenue of 104.6 trillion won (almost $78 billion) and operating profit of 83.3 trillion won ($65.5 billion), according to its earnings release . It was the first time the South Korean memory chip maker’s quarterly sales topped 100 trillion won ($74.5 billion). SK Hynix told investors that demand for memory will keep outrunning supply through 2030, and that its DRAM and HBM volumes through 2029 are effectively sold out.