
$SKHY posts record Q3 profit of ₩83.3T, putting AI-memory scarcity at the center of the semiconductor trade. Revenue reached ₩104.6T (+328% y/y; +32% q/q); operating profit rose 632% y/y, with a 79.7% margin. Commitments from 14 major customers cover >50% of planned capacity in both 2027 and 2028. SK hynix expects HBM4 to surpass HBM3E in Q4 shipment and revenue share, with memory demand outpacing supply through 2030. Watch pricing: Q3 DRAM and NAND ASPs rose in the high-20% and mid-20% ranges q/q; JPMorgan-cited Q4 forecasts moderate to +13% and +18%. #AI #HBM #Semiconductors #KOSPI