SK hynix Reports Record Q3 Revenue and Strong Growth Driven by DRAM Demand
SK hynix Inc. reported exceptional third-quarter results, with revenue reaching KRW 104.6 trillion. This represents a significant 32% increase quarter-over-quarter and a massive 328% surge year-over-year, surpassing both market consensus and bullish projections. The company's profitability reached historic levels, posting an operating margin of 80% and a gross margin of 86%, fueled by rising average selling prices (ASPs) and increased DRAM shipments. Looking ahead, the company provided robust guidance for Q4, projecting mid-20% quarter-over-quarter growth in DRAM bit shipments. Strategic momentum is supported by the ramping of HBM4 technology and long-term agreements (LTAs) that now cover over 50% of capacity through 2027–2028. Additionally, SK hynix announced a massive KRW 100 trillion shareholder return plan scheduled for FY2026 to bolster investor confidence.
Tickers: $SKHYV
Topics: DRAM Shipments HBM4 Profitability Revenue Growth Shareholder Returns