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.
The HBM4 production ramp is directly relevant to memory supply for expanding AI infrastructure. SK hynix links its expansion and shortage outlook to rising AI demand and production constraints, but the shipment, revenue and shortage projections are company forecasts rather than independently verified outcomes.
随着人工智能数据中心建设持续升温，全球内存市场正面临日益严峻的供需失衡。韩国存储芯片巨头SK海力士在最新财报中表示，受人工智能基础设施投资增长、先进制程技术难度提升以及新建产能所需时间较长等因素影响，全球内存供应不足的局面预计将持续至2030年。这意味着，个人电脑、智能手机及其他消费电子产品所使用的内存，未来数年仍可能面临价格上涨和供应紧张的压力。
SK海力士于2026年10月28日公布第三季度财务业绩。公司当季营收达到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，首次实现单季度营收突破100万亿韩元。营业利润率达到80%，反映出人工智能相关存储芯片需求旺盛，以及高附加值产品价格上涨带来的强劲盈利能力。