SK Hynix’s latest earnings are wild.
Revenue grew 328% YoY to $79B while operating profit jumped 632% to $63B. That’s an 80% operating margin!
AI data center demand is driving a memory shortage. SK Hynix says demand for high bandwidth memory is 2x supply and expects shortages through 2030.
https://www.cnbc.com/2026/10/28/sk-hynix-third-quarter-profit.html
