NuAxiSemiconductor trade intelligence

[News] Samsung, SK hynix’s HBM4 Push Puts HBM, General Memory Pricing in the Spotlight for 2H Earnings

What happened

Samsung and SK hynix reported significant ASP increases for DRAM and NAND in 2Q26, with HBM4 ASPs reaching $31-32/GB. Driven by customer diversification and general memory price recovery, ASP growth is becoming a key earnings lever. Bullish: Supports strong 2H earnings outlook for Samsung and SK hynix.

Impact and signal

High impactImpact score: 95/100

Affected components and suppliers

DRAMNAND FlashHBM4HBM3eDDR5LPDDR

Samsung Electronics SK hynix NVIDIA AMD Google

price-hikeearningsHBM4ASP

Source and time

Source: TrendForce · 8/12/2026 · View original source

Open the NuAxi live feed →

Real-time pricing, supply signals and AI analysis for semiconductor traders

SK hynix Holds 78th Annual General Meeting, “Pledging to Become a Global Top-Tier Company to Share Differentiated Value and Share Results with Shareholders”SK Hynix Newsroom · 3/24/2026
[News] Chip Packaging Experts Flag Heat as AI’s Biggest Bottleneck; AI-Driven Design, CPO and STCO May HelpTrendForce · 8/20/2026
For Samsung, HBM is the gift that keeps on givingBlocks & Files · 7/31/2026
[News] Samsung’s DS Unit Delivers 99.7% of Q2 Profit amid Memory Boom; HBM4 Revenue Reportedly to Triple in Q3TrendForce · 7/29/2026
Samsung Posts Record 1Q26 Project, Up 756% YoY, as AI Memory Drives DS Margin to 66% Samsung Electronics reported consolidated revenue of ₩133.9T in ...TrendForce Official (Market Data) · 4/30/2026
[Insights] AI-Driven Memory Boom Ripples Through Hardware Markets, From Price Hikes to Product DelaysTrendForce · 2/19/2026

[News] Samsung, SK hynix’s HBM4 Push Puts HBM, General Memory Pricing in the Spotlight for 2H Earnings

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings