POPA Recon✔️SK Hynix, did the market reflect the collapse in demand too early
✔️SK Hynix, did the market reflect the collapse in demand too early The recent decline in stock prices reflects a slowdown in memory demand, but the article believes that actual export data does not support this. According to the Korea Customs Service, memory exports continued their strong trend in the second quarter, reaching an all-time high in June. 🛶 Key point of the article 1. Second quarter operating profit over 65 trillion wonlikelihood 65% 2. Expected to reconfirm HBM4 schedule in performance announcement 3. Possibility of maintaining supply shortage until 2027 4. The current concern…
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