🚨 SK HYNIX $SKHY JUST POSTED THE AI MEMORY QUARTER OF THE YEAR
Record Q3: revenue â‚©104.6T vs â‚©98.3T est. (+328% YoY) and operating profit â‚©83.3T vs â‚©76.7T est. (80% margin!). Add ~â‚©100T in 2026 shareholder returns and a â‚©20,000/share dividend. Shares +10%, Kospi +6%.
🟢 Bull case: HBM4 goes mainstream in Q4, 50%+ of 2027–28 capacity is locked under long-term deals, and management sees memory shortages through 2030. AI capex is still accelerating.
🔴 Bear case: Memory is the most cyclical corner of semis. 80% margins mark peak-pricing territory, and the Fed and Big Tech capex guidance tonight could test the rally.
Is AI memory still a buy, or is this the cycle top? 👇
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