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Headlines · 2
- SK Hynix Posts Record Q3 Results and Warns of Memory Shortages Through 2030
SK Hynix reported Q3 2026 revenue of 104.6155 trillion won, operating profit of 83.3338 trillion won and net profit of 39.7756 trillion won, with revenue and operating profit reaching quarterly records. The company said AI memory demand was driving growth, while 14 long-term agreements with major customers cover more than 50% of its 2027-2028 capacity. SK Hynix also forecast that memory shortages could persist through 2030 and expects HBM4 shipments and revenue to surpass HBM3E in Q4, though these remain company projections.
DoNews · 🔥 0 - SK hynix expects HBM4 shipments and revenue to exceed HBM3E in Q4 2026
SK hynix expects HBM4 shipments and revenue to exceed HBM3E in the fourth quarter of 2026 as it expands production at its M15X factory. The company plans to raise capacity at the Korean plant to its maximum by year-end, increase the share of products made using its sixth-generation 10-nanometer-class 1c process, and expand sales of DDR5 and LPDDR5 SOCAMM for AI servers. SK hynix also expects structural memory shortages to continue through 2030, although the reports caution that conditions may differ across memory products.
cnBeta · 🔥 0
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