SK Hynix is set to post stronger-than-expected 2026 earnings on increased
shipments and higher prices of memory chips, Nomura analysts say. The South
Korean chip maker's operating profit could reach 280 trillion won, a sixfold
jump from 47 trillion in 2025, say the analysts led by C.W. Chung. They expect
the company's 2026 shipments of conventional DRAM and NAND--the two major
memory-chip types--to rise 25% and 30%, respectively. Its shipments of
high-bandwidth memory, an advanced DRAM used in artificial-intelligence
accelerators, are expected to rise 24% this year, they say. Nomura expects DRAM
prices to nearly triple and NAND prices to almost quadruple this year.