Nine days ago the question on this site was whether the KOSPI's October collapse was a buying opportunity or the start of a longer rethink of the AI trade. SK Hynix answered part of it on Wednesday. Third-quarter revenue came in at 104.6 trillion won, the first quarter above 100 trillion in the company's history and up 328% from a year ago. Operating profit was 83.3 trillion … [Read more...] about SK Hynix Posts a 79.7 Percent Margin and Pays Out 100 Trillion Won as It Calls the Memory Shortage Through 2030
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Sandisk SNDK Q1 Preview Hinges on a December Guide Above $12 Billion
Sandisk reports fiscal first quarter 2027 results on Thursday, October 29, after the close, and the September quarter is already spoken for. Management guided in August to revenue of $10.3 billion to $10.8 billion, gross margin of 83% to 85% and adjusted EPS of $44 to $46. Consensus sits at roughly $10.7 billion and $46 to $47, near the top of the range. Sandisk has beaten in … [Read more...] about Sandisk SNDK Q1 Preview Hinges on a December Guide Above $12 Billion
Smartphone Shipments Fall 20% on Memory Costs as October 22 Surveys Show AI Adoption Outrunning Measurement
Fourteen surveys and research reports hit the wire on October 22. Most were marketing with a sample size attached. A few carry real numbers. Read together, the clearest finding comes from almost all of them: companies are deploying AI faster than they can say what it does for them, and the one hard market number of the day shows the AI build-out already squeezing everything … [Read more...] about Smartphone Shipments Fall 20% on Memory Costs as October 22 Surveys Show AI Adoption Outrunning Measurement