Update
SK Hynix Reports Record-Q3 Earnings
SK Hynix reported record-breaking third-quarter 2026 (3Q26) revenue surpassing 100 trillion Korean won for the first time, with operating profit increasing 632% year-over-year to a new all-time high. The company also announced a massive shareholder return program totaling about 100 trillion won (~$75 billion). The results were driven by strong AI-related demand for HBM and server memory, along with rising product prices. Management remains optimistic on the long-term outlook, expecting the memory supply shortage to persist through 2030 and stating that DRAM and HBM capacity is effectively sold out through 2029.