Whale Factor|Nov 01, 2026 05:42
🐋 WHALE WATCH : SK Hynix posted Q3 revenue of ₩104.6 trillion $78.5B the first time it has crossed ₩100 trillion in a single quarter. Operating profit hit $62.5B at an 80% margin. Net profit came in at $29.8B.
Long term deals already cover more than half its 2027 28 production capacity. Including demand still under negotiation DRAM and HBM supply is effectively sold out through 2029. The company expects memory shortages to persist through 2030 as AI and computing demand outpaces what fabs can build.
The stock closed down 7.95% at $149 last Friday on broader tech selling.
The fundamentals and the price moved in opposite directions. One of them will correct.
Share To
Timeline
HotFlash
APP
X
Telegram
CopyLink