SK Hynix reported record third-quarter results on Oct. 28, with revenue of 104.62 trillion won ($77.99 billion), up 328% from a year earlier, and operating profit of 83.33 trillion won ($62.12 billion), up 632%. The company said its DRAM and HBM production is effectively sold out through 2029, with memory shortages expected to last through 2030. The article notes HBM uses far more capacity than conventional DRAM, about 300 bits of standard DRAM per 100 bits of HBM3E and nearly 4-to-1 with HBM4E, which could tighten conventional supply and support Micron's pricing. It also cautions that memory is historically cyclical and that Micron's new Idaho capacity and rising competitor output could weaken conditions if demand slows. Micron shares rose nearly 5% that morning and are up more than 200% in 2026.
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semiconductorsMicronartificial intelligenceNVDA
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Related tickers and likely impact
NVDA
▲ Likely positiveNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/27/2026 | 217.88 |
| Change that session | +0.87% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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