
SK Hynix 3Q25
- Revenue up 11% q/q and 36% y/y to $17.6B- HBM/DRAM/NAND all sold out for ’26. Since 2023, every year, HBM sold out- HBM will remain tight into ’27 as well vs demand- HBM4 shipment to begin in 4Q25 and will expand in ’26Source: Sravan Kundojjala
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