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#1
Key facts: SK Hynix Q1 2026 earnings forecast raised; DRAM chip shortage impacts clients
#1 out of 2
business10h ago

Key facts: SK Hynix Q1 2026 earnings forecast raised; DRAM chip shortage impacts clients

https://www.tradingview.com/news/tradingview:a1ffc36793b3b:0-key-facts-sk-hynix-q1-2026-earnings-forecast-raised-dram-chip-shortage-impacts-clients/
Tradingview.com
  • Nomura raises SK Hynix Q1 2026 earnings forecast to 29 trillion won, signaling stronger near-term profitability.
  • Target price for SK Hynix shares climbs to KRW 1,250,000 as outlook improves.
  • AI infrastructure demand is linked to a DRAM shortage affecting major clients.
  • The article highlights the broader DRAM supply-demand imbalance in the first quarter.
  • SK Hynix is expected to report higher earnings for Q1 2026, according to TradingView.
  • The report ties earnings optimism to AI infrastructure investments by SK Hynix.
  • Apple is listed among major clients affected by the DRAM shortage.
  • TradingView published the key facts ahead of the Q1 2026 results.
  • The article references a looming impact of DRAM shortages on device makers.
  • The report uses TradingView as the source for the earnings outlook and shortages context.
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#2
Big three memory chip manufacturers policing customers to prevent hoarding — employee says industry relationships ‘matter in a crunch’
#2 out of 217.4K est. views100.00%
business3h ago

Big three memory chip manufacturers policing customers to prevent hoarding — employee says industry relationships ‘matter in a crunch’

https://www.tomshardware.com/pc-components/dram/big-three-memory-chip-manufacturers-policing-customers-to-prevent-hoarding-employee-says-industry-relationships-matter-in-a-crunch
Tomshardware.com
  • The three major memory makers tightened orders and due diligence due to ongoing supply constraints.
  • AI and hyperscalers are driving demand, keeping AI-related memory high while consumer memory remains tight.
  • Smaller companies may be squeezed as memory suppliers prioritize larger, more lucrative contracts.
  • Memory shortage now spans beyond PCs to other devices like smartphones and cars.
  • Industry believes memory suppliers’ relationships influence market stability during crunches.
  • The AI chip ecosystem, including Nvidia, is a key driver of high memory demand.
  • Consumer electronics and devices are finding it harder to source memory due to the squeeze.
  • Some Japanese shops are rationing GPUs to manage memory shortages.
  • The shortage impacts the broader supply chain, including GPUs, SSDs, and servers.
  • Industry insiders warn the memory pricing cycle may continue into 2026 and beyond.
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