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.
The results show the scale of AI-driven demand for HBM, DRAM and NAND, while SK Hynix's capacity commitments and shortage outlook provide a major supplier's view on memory availability through the decade.
10月28日消息，SK海力士（以下简称“公司”）今日发布截至2026年9月30日的2026财年第三季度财务报告。公司2026财年第三季度营业收入为104.6155万亿韩元，营业利润为83.3338万亿韩元，净利润为39.7756万亿韩元。2026财年第三季度营业利润率为80%，净利润率为38%。(K-IFRS为准)
营收与营业利润均创季度历史最高纪录
在AI存储需求增加推动主要产品价格上涨的市场环境下，公司凭借高附加值产品的竞争力，营业收入和营业利润再次双双刷新季度历史最高纪录。特别是营业收入历史上首次突破100万亿韩元大关。营业收入和营业利润环比分别增长32%和38%。
分产品来看，在HBM4出货全面展开的同时，面向服务器的DDR5销售大幅增长，引领了DRAM业绩增长。NAND闪存方面，321层TLC企业级固态硬盘（eSSD）销售也持续扩大，面向数据中心的高附加值产品整体保持增长态势。
#SK Hynix#HBM4#HBM3E#DRAM#NAND#DDR5#LPDDR5 SOCAMM#321-layer TLC#High Bandwidth Flash#M15X#Yongin Fab#Solidigm