semiconductor테크M (TechM)· 7/18/2026, 7:00:00 AM★ 8.0
General Memory Price Hike: Pros and Cons... SK Hynix and LG Display's 2nd Quarter Performance?
SK Hynix's high HBM proportion results in lower profitability compared to competitors, while LG Display faces expanded losses due to IT market uncertainty and restructuring costs. Samsung's 2026 Q2 results show record sales and profits driven by memory semiconductor demand. SK Hynix's performance is under scrutiny as AI-driven demand fuels the market, though concerns persist about sustaining growth. LG Display's results are tied to IT device sales, with price hikes from memory cost increases leading to market contraction. Samsung's Display division outperformed despite challenges.
💡 AI analysis: To mitigate the profitability gap driven by DRAM price volatility, semiconductor manufacturers will increasingly rely on HBM4 mass production and the expansion of Long-Term Agreements (LTA) to stabilize ASP.