Medium2026-10-01Short term · Leans positiveLonger term · Leans positive

Samsung and SK Hynix Combined Operating Profit Nears 650 Trillion Won on HBM4 Tailwind

Reports say Samsung Electronics and SK Hynix's combined operating profit could approach 650 trillion won, driven by HBM4 demand. The figure underscores the profit power of AI memory; if realized, it would reinforce confidence in the memory supercycle and support SK Hynix shares over the medium term.

Impact assessments are model-generated from public coverage, for reference only and not investment advice.

Related coverage · 4 related reports

뉴스21 통신 · 10-01 19:59 KST
Samsung and SK Hynix Combined Operating Profit Nears 650 Trillion Won on HBM4 Tailwind
Driven by strong HBM4 demand, Samsung and SK Hynix are expected to post combined operating profit exceeding 650 trillion won this year. The ongoing memory supercycle supports Hynix's earnings outlook and share price, though valuation overheating risks warrant caution.
매일경제 · 10-01 17:41 KST
Samsung and SK hynix Tease 'Monster Earnings,' but Supply-Demand Is the Concern
Korean media report that Samsung and SK hynix are set to post strong earnings, but the market is more focused on potential supply-demand pressures. If supply expands faster than demand, memory price gains could slow, posing a risk to hynix shares; otherwise, the rally may continue.
v.daum.net · 10-01 17:18 KST
Samsung, SK hynix Seen Posting 650 Trillion Won OP This Year
Korean media reported Samsung Electronics and SK hynix could post a combined 650 trillion won in operating profit this year, driven by strong AI memory demand. If realized, it would reinforce the memory supercycle narrative and support hynix shares, though stretched expectations pose risk.
조선일보 · 10-01 16:18 KST
Micron Posts Record Earnings Again; Samsung and SK hynix Operating Profit Nears 200 Trillion Won
Micron delivered another record quarter, reinforcing strong AI memory demand, with the market expecting Samsung and SK hynix's combined operating profit to approach 200 trillion won. If realized, this would significantly boost hynix's earnings and valuation, serving as a strong positive catalyst for the stock.