reported record-breaking Q3 2026 results, with revenue reaching 104.62 trillion Won and operating profit hitting 83.33 trillion Won. The company achieved a record 80 percent operating margin, despite 34.55 trillion Won in financial and currency losses.
The firm secured long-term supply deals with 14 major customers, covering over 50 percent of 2027-2028 capacity. By Q4 2026, HBM4 is expected to surpass HBM3E in volume, while the M15X plant reaches full capacity and 321-layer exceeds 50 percent share.
With memory shortages projected to persist until 2030, SK Hynix plans significantly higher investments for 2027. and NAND bit demand are forecast to grow in the mid-20 and high-10 percent ranges respectively, with supply nearly fully booked through 2029.