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Memory outlook for second half comes into focus as Samsung, SK hynix set to report final Q2 results

The global memory market is focused on SK hynix on July 29 and Samsung Electronics on July 30 as they release final second-quarter results, expected to be record highs. Investors are watching the conference calls for second-half pricing and contract structure, including long-term supply agreements. Attention is also on whether profitability can hold as HBM shifts to HBM4, and on capital spending plans that could shape supply conditions.