Woofun AI reports that Bernstein projects SK Hynix’s DRAM gross margin to reach 90.9% in Q2 and 92% in Q3. This expansion stems from robust HBM demand, with SK Hynix commanding roughly 60% market share and serving as a primary Nvidia supplier. Industry observers highlight that achieving gross margins above 90% is exceptionally rare for physical hardware manufacturers, distinguishing them from software or asset-light platforms.