NuAxiSemiconductor trade intelligence

SK Hynix expected to post record profits in Q4

What happened

SK Hynix is projected to post a record Q4 operating profit of 16.18 trillion won, driven by strong DRAM and HBM demand for AI accelerators. DDR4 8Gb 3200 prices have surged 15x since May 2023 to $30/unit, as production capacity shifts to DDR5 and HBM. Bullish: Record profits and sold-out HBM capacity signal sustained, intense demand pressure on memory pricing, reinforced by SK Hynix accelerating fab expansion.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

HBMDDR4DDR5DRAM

SK Hynix Samsung Electronics

earningsprice-hikecapacity-expansionAI-demand

Source and time

Source: The Elec · 1/21/2026 · View original source

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SK Hynix expected to post record profits in Q4

What happened

Impact and signal

Affected components and suppliers

Source and time

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