eToro analyst Josh Gilbert said SK Hynix's latest results should ease market worries that AI spending is nearing a ceiling. He pointed to a sharp increase in shareholder returns and long-term contracts locking more than half of the company's capacity for the next two years. Gilbert added that an 80% operating margin demonstrates strong pricing power—typically only seen when customers compete for supply—and that five-year supply deals indicate major buyers are securing AI infrastructure capacity,

eToro analyst Josh Gilbert said SK Hynix's latest results should ease market worries that AI spending is nearing a ceiling. He pointed to a sharp increase in shareholder returns and long-term contracts locking more than half of the company's capacity for the next two years. Gilbert added that an 80% operating margin demonstrates strong pricing power—typically only seen when customers compete for supply—and that five-year supply deals indicate major buyers are securing AI infrastructure capacity, a dynamic that boosts market confidence despite the memory sector's chronic risk of simultaneous overexpansion.