POPA ReconSK hynix posted a record Q3 2026, its first quarter ever above ₩100T in revenue, coinbureau.
Revenue was ₩104.62T vs ₩98.96T estimated, operating profit ₩83.33T vs ₩77.5T estimated, and net income ₩39.53T vs ₩59.66T estimated, per tradfi.
That implies about an 80% operating margin on strong DRAM and NAND pricing, AI demand and HBM4, with HBM4 expected to overtake HBM3E in volume and revenue in Q4, per @TheBigBerbowski recap.
Net income fell about 58% sequentially to ~₩39.8T despite record operating profit, same recap claims.
Market reaction: KOSPI opened 2.2% higher and Nasdaq-listed $SKHY shares rose as much as 3% in extended trading, per coinbureau.