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SK hynix reported a record third quarter in 2026, with revenue of 104.6155 trillion won (approximately $78.8 billion) and operating profit of 83.3338 trillion won (approximately $62.76 billion). Those results exceeded the published FnGuide consensus of 98.23 trillion won in revenue and 76.96 trillion won in operating profit. Revenue rose 327.9% year over year, while operating profit surged 632.1%, as server DDR5, HBM4 and high-value enterprise-storage products benefited from strong AI-infrastructure demand.
What did SK hynix report in Q3 2026?
The company’s October 28, 2026 release marked the first quarter in which SK hynix revenue exceeded 100 trillion won. Net income was 39.7756 trillion won. The dollar amounts are approximate equivalents of the reported won figures; the company’s official results are stated in Korean won.
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| Measure | Q3 2026 | Year-over-year change | Quarter-over-quarter change |
|---|---|---|---|
| Revenue | 104.6155 trillion won | +327.9% | +31.9% |
| Operating profit | 83.3338 trillion won | +632.1% | +37.6% |
| Net income | 39.7756 trillion won | Not stated | Not stated |
For context, Q2 2026 revenue was 79.3187 trillion won and operating profit was 60.5426 trillion won. The release rounds the year-over-year increases to 328% for revenue and 632% for operating profit.
Did SK hynix beat analyst estimates?
Yes. Aju Press reported FnGuide consensus estimates of 98.23 trillion won for revenue and 76.96 trillion won for operating profit. SK hynix’s reported figures were therefore 6.3855 trillion won and 6.3738 trillion won above those respective estimates, before any differences in rounding or currency conversion.
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The earnings release identifies the figures as preliminary. The company’s independent review of fiscal 2026 third-quarter results had not been completed on October 28, so audited numbers could change.
Why did revenue and operating profit rise so sharply?
SK hynix attributed the record quarter to rising AI-memory demand and higher prices for key products. Its results show how scarce, high-value memory can increase both sales and profitability when data-center customers are expanding infrastructure.
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Server DDR5 lifted DRAM sales
DRAM performance was driven by a significant increase in server DDR5 sales. DDR5 is the current-generation system memory used in many data-center platforms, and greater server deployments increase demand for high-capacity, high-performance memory modules.
HBM4 shipments began in earnest
High-bandwidth memory is stacked DRAM designed to feed data-hungry AI accelerators. SK hynix said HBM4 shipments began in earnest during the quarter, adding a newer, higher-value product to its memory mix.
Enterprise NAND and eSSD sales expanded
In NAND, the company highlighted growth in 321-layer TLC enterprise solid-state drives and continued expansion of high-value data-center products. These products target enterprise storage workloads rather than ordinary consumer upgrades, giving the NAND business greater exposure to cloud and AI infrastructure spending.
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When will HBM4 become SK hynix’s mainstream product?
SK hynix expects HBM4 to exceed HBM3E in both shipment volume and revenue during the fourth quarter of 2026, making HBM4 its mainstream product according to the company’s outlook. It plans to ramp HBM4 production as the M15X facility reaches maximum capacity by the end of the year.
This is a company forecast, not a guarantee for the whole HBM market. Actual product mix will depend on customer qualification, accelerator-platform schedules and SK hynix’s ability to bring additional capacity online.
How long does SK hynix expect memory demand to exceed supply?
Management expects demand to remain above supply through 2030. It points to the technical difficulty of leading-edge manufacturing and the long lead time required to build new production facilities as the reasons tight conditions could persist.
“Given technical difficulty of leading-edge processes and the long lead time required to build new production facilities, it expects the structure in which demand exceeds supply to persist through 2030.”
The demand base is also broadening. SK hynix said AI investment is spreading from a relatively small group of companies to general enterprises and national initiatives. Near-term demand is expected to come from enterprise and personal AI, while physical-AI applications such as autonomous driving and robotics are identified as longer-term growth areas.
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What do SK hynix’s customer agreements mean for future capacity?
SK hynix said it has signed long-term agreements with 14 major customers, including leading cloud-service providers. The agreements cover more than 50% of the company’s total production capacity for 2027 and 2028.
The contracts generally run for five years and include pricing mechanisms that reflect market conditions within an agreed range. Such commitments can improve visibility into future demand, but they do not remove execution, pricing or technology-transition risks.
What shareholder returns did SK hynix announce?
SK hynix announced approximately 100 trillion won in shareholder returns for 2026, subject to the conditions described by the company.
| Return measure | Announced amount | Details |
|---|---|---|
| Cash dividends | At least 30 trillion won | Includes a special-dividend component tied to the company’s stated policy. |
| Share repurchases and cancellations | At least 60 trillion won | Includes the 40 trillion won repurchase announced in August. |
| Q3 board resolutions | 14 trillion won dividend; 20 trillion won repurchase | Specific third-quarter actions approved by the board. |
The company said most gains from its investment in Kioxia will be returned to shareholders through this year’s distributions, including the special-dividend element.
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- The Q3 figures were preliminary on October 28, 2026 and may change during the independent audit.
- Statements about supply exceeding demand through 2030, HBM4 becoming the mainstream product, production capacity and shareholder returns are management expectations or plans, not guaranteed outcomes.
- A record quarter does not by itself establish how SK hynix’s share price will move; valuation, memory pricing, customer spending and broader markets also affect investors’ decisions.
What does this mean for AI-server builders?
The quarter points to a synchronized demand cycle across the AI-memory stack: server DDR5 supports host systems, HBM4 serves accelerator workloads, and enterprise eSSDs provide high-capacity storage for data centers. For buyers, the practical issue is availability and qualification of the required generation and capacity, not simply whether memory demand is rising. SK hynix’s contracted 2027–2028 capacity indicates that major customers are planning well ahead, while the company’s own supply outlook warns that additional production may take years to arrive.
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- Efficient 1.1V Low-Power Operation Optimized DDR5 architecture with 1.1V power usage reduces heat output and increases efficiency—ideal for modern portable systems.
- PC5-44800 / CL40 for Smooth Performance. High bandwidth 4800MHz (PC5-4800B) and CL46 latency provide consistent, stable performance for everyday tasks, gaming, and productivity applications.
- Simple Plug-and-Play Installation. 260-pin DDR5 SODIMM format enables quick, tool-free installation—just insert the module and boot up to enjoy immediate performance gains.
Frequently Asked Questions
What does “revenue up 328%” mean mathematically?
It means revenue increased by 328% compared with the year-ago quarter, so the new figure is about 4.28 times the prior-year level. It does not mean revenue was only 328% of the previous year; that would describe a 228% increase.
Why can operating profit grow faster than revenue?
Memory companies have substantial fixed manufacturing and research costs. When selling prices and shipments rise, a larger share of each additional won of revenue can flow through to operating profit, especially when the product mix shifts toward premium HBM and server memory.
Is HBM4 already the industry-wide mainstream standard?
Not necessarily. SK hynix expects HBM4 to become its own mainstream product in the fourth quarter of 2026, but broader industry adoption depends on accelerator designs, customer qualification and competing suppliers’ production schedules.
When will the Q3 2026 numbers be final?
The October 28 release did not provide a completion date for the independent review. Until that process is finished, the reported revenue, profit and net-income figures should be treated as preliminary and subject to revision.
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