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Panda of Asia Street⚡️

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Demand is real. Prices peak before profits. SK Hynix: Q2 revenue +257%, operating margin 76%. Yet shares are down 57.2% from the June high. $SKHY Earnings - SK Hynix ($000660.KS) reports third-quarter results, with market estimates pointing to a record operating profit of KRW 76–77 trillion, and will announce shareholder-return measures after a report that it is weighing a special dividend of about 16 trillion won.

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Malaysia becoming a key player in supplying hardware / raw materials to Taiwan, in which they are creating HBM & Memory to fufill the ever demanding Ai expontential growth. This is good news for stocks like SK HYNIX $SKHY and other key semiconductor companies like Micron $MU and Sandisk to name a few.