SK hynix Hits 80% Margins & Memory Shortage Until 2030?

#SKHynix #Micron #MemoryStocks #Seagate #SanDisk #WesternDigital #HBM4 #AIStocks #Semiconductors #AIInfrastructure #DRAM #NAND #StorageStocks #Samsung #MarketSignal SK hynix Hits 80% Margins & Memory Shortage Until 2030? SK hynix just reported an extraordinary 80% operating margin, and management expects memory demand to outpace supply through 2030. Meanwhile, Seagate delivered record profitability and a powerful earnings outlook, yet its stock came under pressure after hours. Tonight on Market Signal, we’re breaking down what these developments mean for Micron (MU), SanDisk (SNDK), Western Digital (WDC), Seagate (STX), and the broader AI memory and storage sector. SK hynix reported ₩104.62 trillion in quarterly revenue, up 328% year over year, and ₩83.33 trillion in operating profit. More than 50% of its 2027–2028 production capacity is already covered by long-term agreements, while HBM4 continues to ramp. Seagate reported $4.23 billion in revenue, $7.68 in adjusted EPS, and 57.8% non-GAAP gross margins, with guidance pointing to another strong quarter. We also examine reports of Solidigm’s potential $45 billion U.S. manufacturing investment and the geopolitical implications for global NAND supply. The big question: Are memory and storage stocks facing another cyclical downturn, or is the physical AI infrastructure buildout creating a longer period of pricing power than Wall Street expects? With SanDisk and Amazon earnings approaching, investors have several major catalysts ahead. Subscribe to Market Signal for institutional-level analysis of AI infrastructure, semiconductors, memory, and storage. Disclaimer: This video is for educational and informational purposes only and does not constitute financial advice. ✅ ABOUT ME ✅ My name is Kevin Gerrity and on this channel I teach you about stock investment opportunities.  I will work hard to bring you the latest stock updates, hottest trends and key insights. I have two goals with this channel - to keep you updated with the latest stock and investment news and to provide value to you with my insights. COMMENT DISCLAIMER: I WILL NEVER CONTACT YOU IN ANYWAY (ON ANY PLATFORM). IF YOU GET CONTACTED BY ANYONE CLAIMING TO BE ME, IT IS NOT ME. FOR EXAMPLE, COMMENTS SHOWING WHATSAPP NUMBERS ARE NOT ME. ADDITIONALLY, PEOPLE HAVE THE ABILITY TO CALL YOU USING AI TECHNOLOGY SO IT SOUNDS LIKE ME. THIS AGAIN IS NOT ME. NEVER WILL I CONTACT YOU IN ANY WAY. PLEASE DO NOT CLICK ON ANY LINKS IN THE COMMENT SECTION BELOW. DO NOT RESPOND OR INTERACT WITH ANYONE ON ANY PLATFORM CLAIMING TO BE ME OR WORKING ON MY BEHALF - THEY ARE SCAMMERS. DISCLAIMER: This video is for educational purposes only. Please do your own research before making any decisions with your money.  I will not be held liable for any losses or gains you may experience.  I am not your financial or investment advisor.  This is completely educational content and should be taken as such - the views expressed in the content are opinions.  Nothing on this channel should be taken as a recommendation to buy a particular stock or other investment asset.  The information shared on this channel is not indicative of future results.  Analyses are not absolute and are prone to change in accordance with present and future market events.  Please do all of your own research before you buy any stock or financial investment. AFFILIATE LINKS: Some of the links in this description are paid affiliate links.  I will potentially receive a small commission if you click on the links and sign up.  Thank you for your support!