SK Hynix Q2 Earnings: The Bar, Not the Profit
SK Hynix reports Q2 on July 29. An analyst just cut the estimate to ₩60.4tn (from a ~₩65tn consensus) — yet kept the price target.
HBM4
Hanmi Semiconductor Just Posted a Record Quarter — the Filing’s Real Story Is That Its Biggest HBM Customer Switched From SK Hynix to Micron
Hanmi Semiconductor posted a record Q2 (₩180bn revenue, 47.9% margin). We read the filing line by line — the low base after Q1’s shock, and the quiet swap…