NuAxiSemiconductor trade intelligence

Samsung, SK hynix Set for Close Race in Q1 Memory Operating Margins

What happened

SK hynix achieved a record 72% Q1 operating margin, while brokerages forecast Samsung Electronics' memory margins at 71.9%-77%, driven by a surge in commodity DRAM and NAND prices due to AI infrastructure demand. Bullish for Samsung; commodity DRAM margins may exceed HBM.

Impact and signal

High impactImpact score: 98/100

Affected components and suppliers

DRAMNAND Flash

Samsung Electronics SK hynix

price-hikemargin-expansionAI-demandshortage

Source and time

Source: The Elec · 4/24/2026 · View original source

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Samsung, SK hynix Set for Close Race in Q1 Memory Operating Margins

What happened

Impact and signal

Affected components and suppliers

Source and time

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