Key Takeaways Applied Materials' Semiconductor Systems revenues hit $5.43B in Q3, up 10% year over year.AMAT sees leading-edge DRAM revenues rising 50% in fiscal 2025 with major demand tailwinds.Weaker Q4 guidance reflects China capacity digestion, export license backlog, and demand timing.Applied Materials’ (AMAT) Semiconductor Systems segment is shining on the back of strong demand for foundry-logic, DRAM and NAND products. AMAT is experiencing strong wins in deposition, etch, and new DRAM solutions, lead ...

Company Performance - SK Hynix reported record operating profit and revenue in the second quarter, driven by sustained demand for high bandwidth memory technology used in generative AI chipsets [1] - Revenue increased by approximately 35% year-on-year in the June quarter, while operating profit rose by 68% [2] - On a quarter-on-quarter basis, revenue rose by 26% and operating profit jumped by 24% [2] - Revenue for the quarter was 22.23 trillion won compared to 20.56 trillion won, and operating profit was 9.21 trillion won compared to 9 trillion won [5] Industry Position - SK Hynix is a leading supplier of dynamic random access memory (DRAM), particularly in high bandwidth memory (HBM) used in artificial intelligence servers [3] - The company has established itself as the global leader in HBM, supplying major clients such as Nvidia [3] - Competitors like Micron Technology and Samsung Electronics are attempting to catch up in the HBM market, but analysts expect SK Hynix's dominance to continue through this year [4]