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Industry
SK Hynix earnings surprise likely as NAND exports surge
Expectations are rising that SK Hynix will deliver a first-quarter earnings surprise, with brokerages forecasting operating profit of about 35.2 trillion won and some estimates as high as 39.6 trillion won. Analysts cite solid server demand, preemptive purchases by mobile and PC clients, and the spread of long-term contracts. NAND results are also in focus, with brokerage estimates pointing to a sharp rise in exports and profitability. SK Hynix reports on April 29.
Industry
Market uneasy despite outlook for record results at Samsung Electronics, SK Hynix
A first-quarter earnings surprise is increasingly seen as a done deal for Samsung Electronics and SK Hynix, supported by a sharp rise in DRAM and NAND average selling prices and a stronger dollar. Brokerages estimate operating profit of 41.3 trillion won for Samsung and 36.9 trillion won for SK Hynix. But rapidly rising memory prices could hurt set makers and demand, while compression technologies and geopolitical risks add uncertainty.
Industry
Dnotitia unveils AI storage strategy, aims to move beyond simple storage
Dnotitia plans a full-scale entry into the enterprise AI storage architecture business, targeting the global AI infrastructure market with a vertically integrated solution combining KV cache reuse technology and dedicated accelerator semiconductors. CEO Moo-kyoung Chung said AI now directly consumes unstructured data and that storage is evolving into an execution layer for AI. The company aims to integrate AI agent memory into a single data stack and expects to release its first AI storage product in the second half.
