Morning Views Asia: Adani Green Energy, SK Hynix
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region,...
290 Views
Silicon Motion: Leader in Powerful Niche for Edge AI Memory; Plus Key Wins for Data Center Solution
SIMO increased 2024E guidance citing rising ASPs and demand for memory controller products in edge AI applications. Remains well below past...
228 Views
SK Hynix. Making HBM While AI Shines
Q2'23 revenue + ~50% QoQ, bit growth ~35% for DRAM, ~50% for NAND. DDR5 & HBM drove DRAM QoQ +ve ASP growth. Still stormy weather ahead as...
344 Views
SK Hynix - Earnings Flash - Q2 FY 2023 Results - Lucror Analytics
SK Hynix has reported weak Q2/23 results as expected. While the Q2 results registered a recovery on account of an improvement in the memory...
341 Views
Memory Monitor: What SK Hynix Sees For PC and Server Markets Ahead; TSMC's Strength Vs. Samsung
Major take-aways from SK Hynix's latest industry visibility. The memory industry is likely to achieve a new all-time revenue level in 2025E.
462 Views