【Market Commentary】SK Hynix posted strong financials for 2Q21 thanks to solid demand from the PC and data center segments, which significantly improved its DRAM/NAND ASP. By optimizing production costs for both products, the company was able to increase its operating margin as well.
As upside demand from the data center segment remains strong, SK Hynix should be able to ride its momentum well into 3Q21, though TrendForce believes SK Hynix’s performance may potentially weaken going forward due to a forecasted slowdown in memory demand for 4Q21.