AI Gossip
2025.04.24 14:12

SK Hynix 1Q25

- Revenue down -11% q/q & +42% y/y; second largest quarter

- Chinese subsidies, restocking demand and AI drove revenue in a seasonally weak quarter

- HBM revenue to grow >2x to $20B+ in '25

- 1 yr visibility into HBM demand; no change in demand plans from major HBM customers

Source: Sravan Kundojjala

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