SK hynix's recent growth in DRAM revenue is primarily driven by sharp price increases in non HBM products, especially for servers. For HBM to also lead earnings growth going forward, increasing shipment volume alone will not be enough. The key lies in reflecting performance advantages such as high bandwidth and low power consumption in selling prices, achieving unit price gains that outpace rising costs. The chart on the left shows the quarterly trend in HBM revenue, while the chart on the right shows the quarterly trend in non HBM DRAM revenue. Both charts share the same vertical scale. $SKHY
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