SK Hynix Sees Memory Demand Rising After Profit Beat

The transcript discusses SK Hynix's supply chain issues and record revenue despite challenges. It highlights the company's positive outlook due to strong demand from data centers and PCs, while noting potential risks from rising costs and supply crunches. The transcript also covers stock pressures on SK Hynix and Samsung, influenced by macroeconomic conditions and Federal Reserve policies.

What was a key factor that helped SK Hynix achieve better-than-expected earnings despite supply chain issues?

• Increased smartphone sales

• Higher memory chip prices

• Reduced operational costs

• Strong demand from data centers

What is the expected trend for the memory down cycle affecting SK Hynix?

• It will worsen in the coming years

• It will only affect Samsung

• It will end sooner than expected

• It will remain unchanged

Which factor is NOT mentioned as a potential challenge for SK Hynix's future performance?

• Rising raw material costs

• Logistics issues

• Ongoing supply crunch

• Increased competition from new entrants

What external factor is contributing to the pressure on SK Hynix and Samsung stocks?

• Decline in global smartphone sales

• Federal Reserve's monetary tightening policy

• Rising popularity of alternative technologies

• Increased competition from European companies

How is SK Hynix's stock performance compared to some of its US peers?

• It is performing better

• It is unaffected by market trends

• It is performing worse

• It is performing about the same