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Industry

SK Hynix posts 118 percent net margin, says customers still seeking more supply

SK Hynix posted a 76 percent operating profit margin in the second quarter of 2026 and set record quarterly revenue and operating profit. It said strong demand from expanding AI infrastructure investment and a tight supply environment pushed up prices for both DRAM and NAND flash. Net profit margin reached 118 percent as non-operating gains were reflected. The company said it completed talks on long-term supply agreements with more than 10 customers.

AI & Enterprise

Jim Cramer says AI infrastructure stock surge nearing end, rotation into other sectors

Wall Street is taking profits in AI infrastructure beneficiaries that led markets in the first half and shifting money into stocks with growth drivers beyond data centre spending. Jim Cramer said this is not a halt to AI investment but a rotation into other sectors. He cited recent pullbacks in memory-related names after sharp gains. Software shares have attracted buying, and some consumer and defensive names are benefiting.

Industry

AI bottleneck shifts to servers, pushing faster eSSD testing

Investment in AI data centres is expanding from high-bandwidth memory to enterprise SSDs, with prices for 30TB to 64TB drives up more than 50 percent. As capacity and NAND layers rise, burn-in and final tests take longer and inspection becomes a bottleneck, driving demand for higher-parallelism, PCIe 5.0-capable equipment. New testing needs are also emerging around CXL 2.0 memory pooling and switching, prompting shipments of dedicated testers.