🔥 In the memory sector, results are starting to speak louder than the story
SK hynix’s third-quarter revenue rose 327.9% year over year, while operating profit climbed 632.1%. The company also announced a shareholder return plan and expects the memory shortage to continue through 2030. More importantly, its fourth-quarter shipment and revenue targets for HBM4 both exceed those for HBM3E, showing that AI demand is translating into real orders and profits. Memory is no longer just a story about expectations—but the hotter the market gets, the more important it is to watch whether capacity comes online as promised and prices remain sustainable. #SKHYNIX $SKHYNIX
SK hynix’s third-quarter revenue rose 327.9% year over year, while operating profit climbed 632.1%. The company also announced a shareholder return plan and expects the memory shortage to continue through 2030. More importantly, its fourth-quarter shipment and revenue targets for HBM4 both exceed those for HBM3E, showing that AI demand is translating into real orders and profits. Memory is no longer just a story about expectations—but the hotter the market gets, the more important it is to watch whether capacity comes online as promised and prices remain sustainable. #SKHYNIX $SKHYNIX
