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Young Hyun Jun

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AI memory boom drives massive deals and earnings

432 clusters · 1395 sources · last updated about 18 hours ago

Latest: Samsung and Broadcom sign $200 bn AI semiconductor partnership through 2030

Building on the July 2026 wave, SK Hynix's Q2 2024 earnings outlook sharpened, with analysts projecting revenue of about 84 trillion KRW and operating profit near 64 trillion KRW—a 76 % margin that would top the prior qu