Overview
- SK hynix posted record Q3 results with revenue of 24.45 trillion won, operating profit of 11.38 trillion won, and net profit of 12.60 trillion won, driven by higher DRAM and NAND prices and strong sales of HBM, high‑capacity DDR5, and enterprise SSDs.
- SK hynix said its HBM4 has completed development with a mass‑production framework and will begin supplying in Q4, while accelerating its 1c DRAM transition, expanding 321‑layer NAND, and pulling forward M15X equipment move‑in to add capacity.
- Samsung’s semiconductor unit reported Q3 operating profit of 7 trillion won and net profit of 12.01 trillion won, citing AI demand and HBM3E sales, and it signaled large‑scale HBM4 mass production next year supported by a 47.4 trillion won 2025 capex plan.
- TrendForce data show DRAM prices jumped sharply year over year in Q3, with a reported 171.8% increase, and market reports point to notable gains in both spot and contract pricing during the quarter.
- Distributors and OEMs have been stocking aggressively as makers shift wafers to HBM and DDR5 and away from DDR4, and retailers in places such as Hangzhou report memory module prices that have nearly doubled in the past month.