SK hynix recorded KRW 104.6 trillion in third-quarter revenue and KRW 83.3 trillion in operating profit.

The more precise reported figures were KRW 104.62 trillion in revenue, up 328% year over year, and KRW 83.33 trillion in operating profit, compared with KRW 11.4 trillion a year earlier. Net profit was KRW 39.53 trillion; rounded reports gave KRW 39.5 trillion, below their cited analyst estimates. Consensus figures differ across messages: revenue estimates ranged from KRW 98.3 trillion to approximately KRW 99 trillion, operating-profit estimates from KRW 76.7 trillion to KRW 77.5 trillion, and net-profit estimates from KRW 55.4 trillion to KRW 59.66 trillion.

SK hynix reported sequential average-selling-price increases in the high-20% range for dynamic random-access memory (DRAM) and the mid-20% range for NAND flash. Its product plans include increasing the share of sixth-generation 10-nanometer-class “1c” production, expanding DDR5 and AI-server low-power memory sales, and bringing the M15X factory to maximum capacity by year-end to expand HBM4 production. Management expects HBM4 to exceed HBM3E in fourth-quarter shipment volume and revenue, and plans to raise 321-layer NAND to more than 50% of Korean production capacity in that quarter to increase enterprise solid-state-drive supply.

The reported 2026 shareholder-return plan totals approximately KRW 100 trillion, with at least KRW 30 trillion in cash dividends and at least KRW 60 trillion in share repurchases and cancellations. Messages citing regulatory documents distinguish a recently completed KRW 40 trillion repurchase from a planned additional KRW 20 trillion repurchase. The third-quarter dividend was KRW 20,000 per share, including a KRW 10,000 special dividend related to the Kioxia investment; the company also described returning most realized Kioxia investment gains through special dividends in the third quarter and at fiscal year-end.

Management forecast memory shortages through 2030, citing increasingly difficult advanced manufacturing processes and the time needed to build factories. It projected 2027 DRAM market-demand growth in the mid-20% range and NAND demand growth in the high teens, while expecting memory costs and shortages to weigh on PC and smartphone shipments. These production, demand, and shareholder-return statements are plans or forecasts reported through Telegram, not independently reviewed filings or completed outcomes.