Overview
- SK Hynix reported record third‑quarter results with operating profit of about 11.38 trillion won and revenue near 24.45 trillion won, driven by AI memory sales.
- After completing development and entering mass production, the company will begin shipping next‑generation HBM4 in the fourth quarter, with broader expansion planned next year.
- The firm said all DRAM and NAND output for 2026 is already allocated to customers, signaling sustained tightness across memory categories.
- SK Hynix accelerated the ramp of its M15X fab in Cheongju and indicated higher investment next year to expand AI‑focused capacity.
- Industry momentum remains strong as analysts point to an AI‑driven upcycle; SK Hynix has held a leading HBM share, while Samsung reported record memory revenue, is selling HBM3E to all customers, and is shipping HBM4 samples to key clients.