Medium2026-10-25Short term · NeutralLonger term · Neutral

Samsung, SK Hynix Q3 Combined Operating Profit Seen at ~$139.8 Bln

Analysts expect Samsung and SK Hynix to post a combined third-quarter operating profit of about $139.8 billion, reflecting earnings leverage from rising memory prices. The estimate is broadly in line with consensus, neutral for SK Hynix, with actual results the key driver.

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

Related coverage · 4 related reports

내외뉴스통신 · 10-26 10:22 KST
Samsung, SK hynix Seen Posting 185 Trillion Won Q3 Profit on HBM4
Markets expect Samsung and SK hynix to post combined third-quarter operating profit of 185 trillion won on HBM4 ramp-up. Fulfillment would reinforce the AI memory boom narrative and be a clear upside catalyst for hynix, though over-optimism is a risk.
Businesskorea · 10-26 09:33 KST
Samsung, SK Hynix Seen Hitting Record Q3 Profits on AI Memory
Samsung Electronics and SK Hynix are expected to post record third-quarter profits, driven by booming AI memory demand. The strong earnings outlook is directly positive for SK Hynix shares, reinforcing the HBM and high-value memory profitability case and potentially lifting investor confidence.
매일경제 · 10-26 09:20 KST
Samsung, SK Hynix Operating Profit Seen More Than Doubling
Analysts expect Samsung Electronics and SK Hynix operating profits to more than double year-on-year. The strong earnings outlook is directly positive for SK Hynix shares, reinforcing the AI memory upcycle thesis and potentially drawing inflows and lifting valuations.
BigGo Finance · 10-25 14:05 KST
Samsung, SK Hynix Q3 combined operating profit seen at ~$139.8 bln
Driven by HBM4, Samsung and SK Hynix combined third-quarter operating profit is reported at about $139.8 billion. If accurate, it would reinforce the AI-memory boom narrative and be a major positive for SK Hynix shares.