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Industry forecasts point to a massive 3Q26 for #SKhynix: sales +300% and OP +576% YoY. Can #HBM4 deliver the next surprise? DRAM/NAND ASP growth and L...
What happened
Industry forecasts point to a massive 3Q26 (third quarter of 2026) for SK hynix: sales up 300% YoY and operating profit up 576% YoY, with earnings tipped to approach a record KRW 77T. As background, Samsung is projecting a nearly 800% YoY surge in 3Q26 operating profit to KRW 107T. Whether SK hynix's HBM4 ramp-up can meet expectations and deliver the next profit boost remains an open question; DRAM/NAND ASP growth and LTA updates are also in focus. These are forecasts, not achieved results, and the source does not state the cause.
Impact and signal
Medium impactImpact score: 55/100
Affected components and suppliers
Source and time
Source: TrendForce Official (Market Data) · 10/25/2026 · View original source
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