正文 · AI 翻译
IT Home reported on October 28 that SK hynix released its third-quarter 2026 results today. Revenue was 104.62 trillion won (IT Home note: approximately RMB 528.017 billion at the current exchange rate), up 327.9% year on year; operating profit was 83.33 trillion won (approximately RMB 420.567 billion at the current exchange rate), up 632.1% year on year; and net profit attributable to shareholders of the parent company was 39.53 trillion won (approximately RMB 199.508 billion at the current exchange rate), up 213.9% year on year. For the first 3 quarters, the company recorded cumulative revenue of 236.51 trillion won (approximately RMB 1.19 trillion at the current exchange rate), up 267.7% year on year; operating profit of 181.49 trillion won (approximately RMB 915.98 billion at the current exchange rate), up 547.3% year on year; and net profit attributable to shareholders of the parent company of 173.68 trillion won (approximately RMB 876.563 billion at the current exchange rate), up 527% year on year.
SK hynix believes that, across fields including software development, customer service and search, the productivity gains and new revenue growth brought by AI are driving continued increases in AI usage, which in turn are expanding infrastructure investment. The company believes this virtuous cycle has become established. In addition, AI investment has moved beyond its initial stage of reliance on a small number of companies and is expanding to ordinary businesses and the national level. The company expects the global AI data center infrastructure market to continue growing steadily in the future.
Regarding the memory market, the company expects demand to be led in the short term by enterprise and consumer AI and, in the medium to long term, by physical AI such as autonomous driving and robotics, with the market continuing to grow.
On the other hand, the company believes supply has not kept pace with market growth. Because advanced manufacturing processes are becoming increasingly technically difficult and new production facilities take a long time to build, it expects supply to remain below demand through 2030.
SK hynix said it has signed LTAs with 14 major customers, including large global cloud service providers (CSPs), and has begun discussions with some customers about extending the agreements beyond their usual 5-year term. The supply volume secured under LTAs so far amounts to more than 50% of total production capacity in 2027 and 2028. Based on this visibility into demand, the company will also work to expand production capacity. With increased infrastructure investment at home and abroad, including the scheduled start of operations next year at the first fab in Yongin, the scale of investment is expected to increase substantially compared with this year.
SK hynix also announced that it expects shareholder returns for fiscal 2026 to total approximately 100 trillion won (approximately RMB 504.7 billion at the current exchange rate), including at least 30 trillion won in cash dividends (approximately RMB 151.41 billion at the current exchange rate) and at least 60 trillion won in repurchases and cancellations of its own shares (approximately RMB 302.82 billion at the current exchange rate). The company decided that day to repurchase shares worth 20 trillion won (approximately RMB 100.94 billion at the current exchange rate). It expects to use approximately 10 trillion won (approximately RMB 50.47 billion at the current exchange rate) for shareholder returns and approximately 10 trillion won (approximately RMB 50.47 billion at the current exchange rate) for employee compensation; the shares repurchased for shareholder returns will be cancelled. The company also plans to use most of the proceeds from its investment in Japan's Kioxia for a special dividend. The third-quarter dividend is 20,000 won per share (approximately RMB 100.9 at the current exchange rate), comprising a regular dividend of 10,000 won (approximately RMB 50.5 at the current exchange rate) and a special dividend of 10,000 won (approximately RMB 50.5 at the current exchange rate).