SK Hynix as a Beneficiary of the Xiaomi Outlook
Weak outlook at Xiaomi, strong prospects for SK Hynix!
AI consumes memory – SK Hynix says thank you!
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What appears to be headwinds for Xiaomi is, on the other hand, a tailwind scenario for memory manufacturers – foremost among them SK Hynix. The company sits right at the bottleneck that burdens Xiaomi: DRAM, NAND, and especially High-Bandwidth Memory for AI data centers. Rising memory prices, which are likely to pressure Xiaomi's margins in 2026, mean higher average selling prices (ASP) and significantly better capacity utilization from SK Hynix's perspective. As long as the AI boom continues and suppliers of smartphones, PCs, and electric vehicles...
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