Overview
- SK hynix reported an all‑time high operating profit of about 11.38–11.4 trillion won on revenue of roughly 24.45 trillion won, citing surging demand for high‑bandwidth memory and confirming HBM4 shipments start in the fourth quarter.
- The company said its DRAM and NAND output is fully booked for 2026, accelerated the M15X fab ramp in Cheongju, and signaled higher investment next year to meet stronger‑than‑expected demand.
- Samsung posted 12.2 trillion won in operating profit and record memory revenue of 26.7 trillion won, said HBM3E is in mass production for all customers including Nvidia, and disclosed that HBM4 samples have gone to key clients.
- Samsung told analysts it expects next year's memory demand to exceed its supply and plans to expand HBM production and raise capital spending to support growth into 2026.
- Analysts and the companies say the pivot to AI‑grade memory is constraining capacity for conventional chips, pushing DRAM and NAND prices higher, while SK hynix retains a leading HBM share estimated at about 64% in Q2.