Overview
- The chipmaker reported Q3 operating profit of about 11.38–11.4 trillion won on revenue of roughly 24.45 trillion won, up 62% and 39% year over year, respectively.
- Management attributed the results to surging AI infrastructure demand, stronger HBM sales, and higher DRAM and NAND prices.
- HBM4 completed development and entered mass production in September, with initial shipments starting in the fourth quarter and broader sales expansion planned in 2026.
- SK Hynix said it has secured full customer demand for all DRAM, NAND, and HBM output for 2026, citing completed supply agreements with key customers.
- The company plans higher investment next year and has accelerated the M15X fab ramp, while maintaining a leading share of the HBM market and key supply roles to AI processor makers such as Nvidia.