SKHY SK Hynix Inc - ADR

🚨 MICRON AND SK HYNIX NOW BOTH PRICE IN A MEMORY SHORTAGE TO OUTLAST 2030 — WELL PAST STREETS EXPECTATIONS OF 2028 $SKHY

SK HYNIX $SKHY Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $78.9B (Est. $74.8B) 🟢; +328% YoY 🔹 Oper Profit: $62.8B (Est. $58.5B) 🟢; +632% YoY 🔹 Oper Margin: 80%; +3,300 bps YoY; record high 🔹 QoQ: Revenue +32% / Oper Profit +38% Q4 Guide: 🔹 DRAM Bit Growth: Mid-20% QoQ 🔹 NAND Bit Growth: Mid-single% QoQ incl. Solidigm Q3 Pricing & Volume: 🔹 DRAM ASP: High-20% QoQ; bits ~+10% QoQ 🔹 NAND ASP: Mid-20% QoQ; bits slightly lower QoQ Profitability: 🔹 Gross Margin: 85.7% (Est. 85.2%) 🟢 🔹 EBITDA: $66.1B; 84% margin; +486% YoY 🔹 EPS: $41.07; +205% YoY Financials: 🔹 Cash: $86.3B; +311% YoY 🔹 Interest-Bearing Debt: $11.9B; -34% YoY 🔹 Net Debt-to-Equity: -32%; -2,800 bps YoY 🔹 Operating Cash Flow: $41.3B; +281% YoY 🔹 Total Assets: $295.5B 2027 Market Outlook: 🔹 DRAM Demand Bit Growth: +mid-20% YoY 🔹 NAND Demand Bit Growth: +high-teens% YoY 🔹 2027 CapEx: To rise significantly vs 2026 🔸 Memory demand expected to outpace supply through 2030 Product & Technology: 🔹 HBM4: Expected to surpass HBM3E in HBM shipment and revenue share in Q4 🔹 2027 HBM: Negotiations finalized; profitability gap with conventional DRAM expected to narrow meaningfully 🔹 M15X: Ramp-up accelerating to full capacity by end-2026 🔹 321L NAND: Over 50% of domestic capacity in Q4 Business Highlights: 🔹 LTAs: Signed with 14 key customers incl. major global CSPs; standard 5-year term; over 50% of 2027-2028 capacity secured 🔹 Q3 Dividend: ~₩20,000/share (~$15.08), incl. a ₩10,000 special dividend from realized Kioxia gains 🔹 Share Acquisition: ₩20T (~$15.1B) for the quarter, incl. ~₩10T for executive & employee compensation 🔸 Quarterly revenue topped ₩100T for the first time Note: 🔹 Net Profit: $30.0B; +216% YoY 🔸 Includes a $24.6B non-operating loss: a $17.3B investment-asset loss and an $8.8B FX loss as the won strengthened FX used for USD conversion: $1 = ₩1,326 (mid-market; Oct 27, 2026)

🔷 MEMORY STOCKS ARE SURGING. HERE'S WHY. AI demand is colliding with a tightening memory supply chain, creating a powerful setup for the industry. SK Hynix ($SKHY) just delivered massive results, highlighting how profitable this cycle could become. 🔹 Revenue: $73B, up 328% YoY 🟢 🔹 Operating Profit: $58B, up 632% YoY 🟢 🔹 Operating Margin: 80% 🟢 🔹 DRAM and HBM supply remains constrained 🔹 Long term agreements cover over 50% of 2027–2028 production capacity 🔹 SK Hynix expects DRAM demand to grow 25% & NAND demand 18% in 2027, with supply constraints potentially lasting through 2030. 🔷 MY TAKE This is becoming much bigger than an HBM trade. AI infrastructure is tightening the entire memory supply chain, creating favorable conditions for $MU, Samsung and SKHY. If pricing stays strong & supply remains constrained, earnings estimates across the sector could continue moving higher. SKHY expects memory supply shortage to persist through 2030. $SNDK $DRAM.X $QQQ

$SKHY what i just learned from the earnings call, they bought back shares last week for trillions of wuan, insane results & great timing for investor value

$SKHY Hold your diamond guys! if you sell your shares now just for a small profit, you can’t find them with this low price anymore!

$SKHY JUST REPORTED Q3 EARNINGS • Revenue: $70.7B, beating expectations of $66.4B 🟢 • Operating profit: $56.3B, beating expectations of $51.8B 🟢 • Net profit: $26.7B, missing expectations of $37.4B 🔴 That why $NVDA $MU $QQQ pump more Even profit missing ! Nonesense

$SKHY Entire DRAM and HBM are completely sold through 2029 and they expect continued shortages in 2030. Expect the same from Samsung tomorrow night and $MU ER later. $KORU $SNDK $DRAM

$SKHY $MU $SNDK 4% of portfolio each $SNXX 2% $DRAM 7% Momma bought that fucking dip lmfao. Girl math aboutta rainnnnnnn

$SKHY let’s not forget, $149-$150 was IPO price, and $171 was first trade … and this was $195 just 2-3 weeks ago. So, there’s plenty of room to run.

$SKHY these memory stocks are gonna be good for another two years easy, release the news 🗞️

$SKHY Purchased 300 shares of SKHY after hour today. I will continue accumulating shares when weak hand sells.

SK Hynix reported third-quarter results that significantly exceeded analysts’ expectations, fueled by booming demand for AI memory chips as technology companies continue expanding data centers and investing in advanced computing infrastructure. Revenue surged 327.9% year over year to 104.62 trillion won, beating estimates of 98.34 trillion won, while operating profit soared 632.1% to 83.33 trillion won, above the expected 76.72 trillion won. Compared with the previous quarter, revenue increased 31.9% and operating profit climbed 37.6%. The South Korean chipmaker, a major supplier of high-bandwidth memory (HBM) chips to Nvidia, has emerged as one of the biggest beneficiaries of the global AI infrastructure boom. Demand for HBM is rising as AI developers and cloud providers deploy increasingly powerful processors that require faster, higher-capacity memory. $SKHY

$SKHY $COIN Short Below Zero and DEEPER... Short this ULTRAAAAAAAAAAAAAAAA All Time FRAUD SUCKER TRASH COMPANY SCAAAAAAÄAAAAAAAAAAAM UNDER nothing... Korea FRAUD sucker will destroy This shit in FEW hours.... Open Below NOTHING 🤟🏻 $SNDK Open under 1000

$SKHY well well well. Would you look at that. Korean stocks actually go up on good earnings. Unlike its U.S. counterpart

$SKHY SK Hynix plans ₩90 trillion in dividends and buybacks in 2026, plus a Kioxia-linked special dividend, as memory demand outpaces supply through 2030. $KORU $NVDA $SPY $QQQ Read 👇🏻

$SKHY $MU $SNDK looks like Koreans are happy with SK Hynix earnings… tomorrow is Samsung… then get past US FOMC and hyperscaler earnings… Memory trade is so BACK online … 🤑🤑

$SKHY shares jumped 7.14% in Seoul to 1,366,000 won ahead of its massive Q3 2026 earnings beat! The rally was driven by anticipation of a blowout report & rumors of a 16 trillion won special dividend! Q3 Financial Results are as follows: Revenue: Reached a record 104.62 trillion won ($78.86 billion), beating the 98.34 trillion won forecast. Operating Profit: Surged to 83.33 trillion won, outpacing the 76.72 trillion won consensus. Operating Margin: Expanded to an unprecedented 80% due to immense High Bandwidth Memory (HBM) demand. As a core $NVDA partner, soaring HBM & enterprise SSD shipments maximized margins for AI demands. Management pledged 100 trillion won ($75.5 billion) in total shareholder returns for the year! Long-term contracts now secure over half of the firm's production volume through 2028! Other memory stocks should be bullish as well including $MU, Samsung, & $SNDK.

$SKHY Really good earnings. We should see 10% upside tomorrow. Now Let’s sign a new deal with Netlist .

$SKHY $STX COMPLETE Beat and complete destroying 💩💩💩💩 everything Below Zero incoming 🤡🤡 short paradise .... destroy EVERYTHING 😘 $NBIS $SNDK $CIFR all TOGETHER TO CHAPTER 11

$SKHY from Oct. 5 to Oct. 22, this took a 30% nosedive from $195 to $131. And guess what? It was completely unwarranted, as the earnings and forward guidance and commentary demonstrate. So, $157 overnight is great, but it’s not done.