Overview
- SK hynix posted record Q3 results with revenue of 24.45 trillion KRW, operating profit of 11.38 trillion KRW and net profit of 12.60 trillion KRW, driven by AI server demand for HBM, high-capacity DDR5 and enterprise SSDs.
- HBM4 development is complete at SK hynix with mass-production readiness, initial supply begins in Q4 and agreements are in place with major customers for next year’s HBM shipments.
- Samsung’s semiconductor unit reported about 80% year‑on‑year growth in Q3 operating profit and outlined plans for large‑scale HBM4 production next year alongside 47.4 trillion KRW in 2025 capex to expand capacity.
- DRAM prices jumped roughly 171.8% year on year in Q3, according to TrendForce, with retail memory prices in markets such as Hangzhou roughly doubling in recent weeks.
- Suppliers are reallocating wafer capacity toward HBM and DDR5, accelerating 1c‑class DRAM and 321‑layer NAND ramps, opening new cleanrooms such as M15X, and channel stockpiling has further tightened spot availability.