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High2026-10-26Short term · Leans positiveLonger term · Leans positive

SK hynix 3Q Operating Margin Seen at Record 78%

A TrendForce preview indicates SK hynix's third-quarter operating margin could hit a record 78%, with HBM4 and long-term supply agreements in focus. The record profitability reinforces expectations for AI memory upcycle gains, supporting near-term share sentiment, while the medium-term outlook hinges on HBM4 ramp timing and long-term contract pricing.

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

Related coverage · 1 related reports

  • TrendForce · 10-26 10:57 KST
    SK hynix 3Q Preview: Record 78% Operating Margin; HBM4, LTAs in Focus

    TrendForce's preview sees SK hynix posting record 3Q profit with a 78% operating margin, with focus on HBM4 progress, long-term agreements and Solidigm. The outsized margin reinforces the AI-memory upcycle and pricing-power narrative; delivery plus disclosure of HBM4 and LTA details would be a clear positive catalyst for the stock.

SK hynix 3Q Operating Margin Seen at Record 78% · Hynix Board