“The state of the memory market” by Hynix

Hynix reported their Q4 results today and is giving the next insight into the memory market. Adding close to 1B$ in revenue by adding 100M$ in COGS, Hynix is still increasing pricing on DRAM. This is confirmed by the increase in operating income. More than 700M$ additional profit on 100M$ extra production cost.

 

The divisional data shows that NAND is now outgrowing DRAM. The NAND revenue growth is predominantly through increases in shipment quantities while the DRAM expansion is still price driven.

 

 

You can find the full Hynix factbook here.