正文 · AI 翻译
IT Home reported on October 28, citing Cailian Press, that SK hynix CEO Kwak Noh-jung said at an earnings meeting on Wednesday: “Taking the LTA orders already finalized together with demand we are currently discussing with customers, our DRAM and HBM capacity is, in effect, nearly sold out for the next three years, through 2029. The orders under discussion are all based on customers’ clear purchasing plans and are highly likely to materialize. Overall, visibility into medium- and long-term sales has improved substantially.”
SK hynix released its third-quarter 2026 results today. Revenue was 104.62 trillion won (IT Home note: approximately 528.017 billion yuan at the current exchange rate), up 327.9% year on year; net profit attributable to shareholders of the parent company was 39.53 trillion won (approximately 199.508 billion yuan at the current exchange rate), up 213.9% year on year.
SK hynix believes that, across areas 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 spurring greater infrastructure investment. The company says this virtuous cycle has become established. In addition, AI investment has moved beyond its initial stage of relying on a small number of companies and is expanding to businesses generally and to the national level. The global AI data center infrastructure market is expected to continue growing steadily.
As for the memory market, the company expects demand to be led by enterprise and consumer AI in the short term and driven by physical AI, such as autonomous driving and robotics, in the medium to long term, with the market continuing to grow.
On the other hand, the company believes supply has not kept pace with market growth. As advanced process technologies become increasingly difficult and new production facilities take a long time to build, it expects the supply shortage to persist through 2030.