DB Financial Investment analyst Seungyeon Seo said SK Hynix’s Q3 operating profit may fall short of market expectations due to adverse FX, forecasting Jul–Sep operating profit of KRW 76.535 trillion versus consensus KRW 79.948 trillion as a stronger won could weigh on dollar‑denominated revenue. Seo expects robust HBM4 shipments to AI data servers to support solid profit growth in 2026–27, and forecasts HBM4 prices to rise about 70% YoY in 2027 amid tight global AI‑chip supply.

2026-09-07

DB Financial Investment analyst Seungyeon Seo said SK Hynix’s Q3 operating profit may fall short of market expectations due to adverse FX, forecasting Jul–Sep operating profit of KRW 76.535 trillion versus consensus KRW 79.948 trillion as a stronger won could weigh on dollar‑denominated revenue. Seo expects robust HBM4 shipments to AI data servers to support solid profit growth in 2026–27, and forecasts HBM4 prices to rise about 70% YoY in 2027 amid tight global AI‑chip supply.