# SK Hynix Hits Record 80% Margin Amid Memory Crisis

October 28, 2026 at 02:42 PM

> SK Hynix reports record profits and warns of a memory shortage until 2030, with HBM and DRAM production sold out through the end of 2029.

**SK Hynix** reported a record quarter on October 28, 2026, achieving a massive 80 percent operating margin. The company forecasts a memory shortage lasting until 2030, noting that its **DRAM** and **HBM** production is effectively sold out through the 2029 calendar year.

Over 50 percent of production capacity for 2027 and 2028 is already allocated via long-term agreements with 14 partners. While HBM demand doubles available supply, server DDR5 deliveries rose 40 percent as average DRAM sales prices jumped by nearly 30 percent.

Market impact is severe, with 32GB DDR5 kits rising from 114 Euro in 2025 to 579 Euro by late 2026. While SK Hynix plans a new Yongin factory for 2027, **Acer** CEO **Jason Chen** remains skeptical, stating a shortage lasting until 2030 is fundamentally impossible.


[#SKHynix](<https://hardwarebrief.com/hashtag/skhynix>) [#DRAM](<https://hardwarebrief.com/hashtag/dram>) [#HBM](<https://hardwarebrief.com/hashtag/hbm>) #TechShortage [#Semiconductors](<https://hardwarebrief.com/hashtag/semiconductors>)

## Related news

## [Micron Updates DRAM Roadmap With 1δ Node Details](<https://hardwarebrief.com/article/micron-updates-dram-roadmap-with-1-node-details-03e1b817>)

October 27, 2026 at 08:24 AM

## [SK hynix Cancels Solidigm IPO Plans](<https://hardwarebrief.com/article/sk-hynix-cancels-solidigm-ipo-plans-fe76eb9a>)

October 23, 2026 at 02:06 PM

## [Micron Abandons 4F² DRAM Architecture Research](<https://hardwarebrief.com/article/micron-abandons-4f-dram-architecture-research-260b9fa9>)

October 22, 2026 at 07:22 PM

## [Chinese OEMs Recycle Old DRAM for New Smartphones](<https://hardwarebrief.com/article/chinese-oems-recycle-old-dram-for-new-smartphones-41d98a6c>)

October 20, 2026 at 03:53 PM

## [SK hynix to Expand NAND Production via Solidigm](<https://hardwarebrief.com/article/sk-hynix-to-expand-nand-production-via-solidigm-35762c4c>)

October 15, 2026 at 12:49 PM