SK Hynix2026-10-28 00:58:19SK Hynix posts record third-quarter operating profit and unveils KRW 60 trillion shareholder return planSK Hynix reported a record third-quarter operating profit of KRW 83.3 trillion, helped by strong memory chip demand tied to AI infrastructure buildouts and data center spending. The result came in more than 7% above market expectations, according to the source report. The company also said it will provide an additional KRW 60 trillion to shareholders in the current fiscal year through share buybacks and dividends, with the funds mainly coming from gains locked in earlier this year through the sale of shares in Japanese memory maker Kioxia. The report said SK Hynix has been shifting production toward high-bandwidth memory, or HBM, as part of its close work with Nvidia, tightening supply in conventional memory products as well. Counterpoint Research said prices for HBM, DRAM, and NAND have all been rising, and projected the earnings growth path could continue through at least 2027. Management also said shortages of key components needed for Nvidia accelerators are expected to last until at least 2030. Separately, subsidiary Solidigm has shelved a planned IPO valued at about $10 billion, while Bloomberg reported the company is in talks with the U.S. Department of Commerce over a possible $45 billion wafer fab investment in the United States.210
South Korea e2026-10-28 00:51:49South Korea’s KOSPI Extends Intraday Gain to 4%South Korea’s KOSPI index widened its intraday advance to 4%, according to market data cited by Odaily and sourced from Gate. The move was accompanied by gains in major technology names, with SK Hynix up 4% and Samsung Electronics rising 6%. The update was published by Odaily as a market analysis brief. No additional market context or drivers were provided in the source note. The report focused on the index move and the performance of the two large-cap stocks named in the data snapshot.20
SK HYNIX2026-10-28 00:47:55Analyst says SK HYNIX DRAM and HBM supply is nearly sold out through 2029According to Odaily, Citrini analyst jukan said in a post on X that SK HYNIX has nearly sold out its DRAM and HBM supply for the next three years through 2029. He added that about 50% of the company’s capacity for 2027 to 2028 has already been covered by long-term agreements, and that SK HYNIX expects to keep a similar share under such contracts going forward. The update points to tight forward supply for key memory products, based on the analyst’s statement cited by Odaily.80
SK Hynix2026-10-28 00:44:31SK Hynix says its shares are undervalued as chip supply-demand imbalance persistsSK Hynix said its stock is undervalued and that the structural imbalance between chip supply and demand will continue in the near term. The company also said its key customers are expected to see improvements in AI-related revenue and cash flow. As those metrics improve, the burden tied to AI investment for major customers is set to ease. The remarks point to continued tightness in the chip market over the short run while suggesting better financial conditions for large AI buyers.60
South Korea e2026-10-28 00:09:30KOSPI opens 2.07% higher; Samsung Electronics and SK Hynix gainAccording to data cited by ChainCatcher from Gate, South Korea’s KOSPI index opened up 116.95 points, a gain of 2.07%, at 5,755.29. Among major stocks mentioned in the update, Samsung Electronics rose 2.9%, while SK Hynix gained 2%. The item was published by ChainCatcher as a 7x24 news flash. No additional market context or drivers were provided in the source text, and the report was limited to the opening index move and the two stock performances.40
SK Hynix2026-10-27 23:52:38SK Hynix posts KRW 83.33 trillion in Q3 operating profit, outlines 2026 shareholder return planSK Hynix reported preliminary results for the third quarter of 2026, with revenue reaching KRW 104.62 trillion, up 327.9% from a year earlier. Operating profit came in at KRW 83.33 trillion, a 632.1% increase, while net profit attributable to the parent company’s shareholders rose 213.9% to KRW 39.53 trillion. For the first three quarters, cumulative revenue totaled KRW 236.51 trillion, up 267.7%, with operating profit at KRW 181.49 trillion and net profit attributable to parent shareholders at KRW 173.68 trillion, up 547.3% and 527%, respectively. The company said the figures are preliminary and unaudited, meaning they may be revised later. Separately, according to Jin10, SK Hynix said it plans to return about KRW 100 trillion to shareholders in 2026 and is considering cash dividends of more than KRW 30 trillion.20
SK Hynix2026-10-27 23:43:40SK Hynix posts third-quarter revenue and operating profit above expectationsSK Hynix reported third-quarter results on Wednesday that came in ahead of market expectations, with revenue reaching 104.62 trillion won versus a consensus estimate of 98.34 trillion won, and operating profit at 83.33 trillion won compared with an expected 76.72 trillion won. The South Korean chipmaker said revenue rose 327.9% year over year, while operating profit climbed 632.1% from the same period a year earlier. SK Hynix is a key supplier of high-bandwidth memory, or HBM, chips to Nvidia, and its latest results were supported by rising spending tied to global AI infrastructure buildouts. The company had also announced in August that it planned to buy back and cancel shares worth 40 trillion won. At the same time, it raised its shareholder return target for cumulative free cash flow generated between 2025 and 2027 to more than 50%, according to CNBC.20
SK Hynix2026-10-27 23:37:42SK Hynix says AI workload growth will drive memory demand beyond earlier expectationsSK Hynix said memory demand is set to exceed earlier expectations as artificial intelligence takes on longer and more complex tasks. The company said those workloads are driving a sharp increase in computing power and data-processing needs. The update appeared in a ChainCatcher news brief under the technology category. No additional figures, timeline details, or product references were provided in the source text. The statement centers on a direct link between rising AI task complexity and stronger demand for memory capacity.20
