Overview
- Operating profit reached 11.38 trillion won, net profit rose to 12.59 trillion won, and revenue climbed to about 24.44 trillion won in the July–September quarter.
- The company cited higher DRAM and NAND prices and stronger orders for high-end AI server products such as HBM and DDR5, including 12-high HBM3E.
- HBM4 completed development in September and is now in mass production, with initial shipments slated for this year and full-scale expansion planned in 2026.
- SK hynix said it has completed discussions with key customers for 2026 HBM supply, without identifying the buyers.
- Counterpoint reported a 64% HBM market share for SK hynix in Q2 versus Micron at 21% and Samsung at 15%, while Q3 net profit exceeded Yonhap Infomax consensus and operating profit aligned with LSEG forecasts.