# SK Hynix Reports Record Q3 Results Driven by AI Memory Surge

DevFeed: [SK Hynix Reports Record Q3 Results Driven by AI Memory Surge](<https://devfeed.tech/articles/sk-hynix-reports-record-q3-results-driven-by-ai-memory-surge-104746.md>)

Original publisher: [Read original article](<https://www.eetimes.com/sk-hynix-reports-record-q3-results-driven-by-ai-memory-surge/>)

Author: News Desk

Published: 2026-10-28T16:43:42Z

Content type: news

Language: en

Sources: [EE Times](<https://devfeed.tech/sources/ee-times.md>)

Topics: [DRAM price increase](<https://devfeed.tech/topics/dram-price-increase.md>), [memory price increases](<https://devfeed.tech/topics/memory-price-increases.md>), [rampocalypse](<https://devfeed.tech/topics/rampocalypse.md>)

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## AI overview

SK Hynix reported record third-quarter results, with revenue of 104.62 trillion won and operating profit of 83.33 trillion won. Counterpoint Research attributed momentum to standard DRAM prices rising to $2 per Gb and said the global DRAM market had reached $200 billion. SK Hynix expects a structural memory shortage through 2030, citing manufacturing complexity, and says long-term agreements with 14 technology companies cover more than half its capacity for 2027-2028. It discontinued its review of a potential Solidigm IPO and announced a fiscal 2026 shareholder return program of 100 trillion won, including dividends and buybacks. Counterpoint flagged a possible pullback in cloud spending as a major risk and expects Samsung to lead HBM4 market share in 2027; SK Hynix says proprietary packaging and customer partnerships will help preserve its lead.

## Source excerpt

Long-term customer contracts and rising chip prices point to a change in how memory manufacturers manage multi-year production capacity and capex. The post SK Hynix Reports Record Q3 Results Driven by AI Memory Surge appeared first on EE Times.