SK Hynix Q3 revenue tops 100 trillion won for first time, shares jump 10%

The signal here is less the record quarter than management's claim that memory shortages persist through 2030 — a supply-side assertion that carries weight well beyond SK Hynix's own equity story, given how much of the AI and datacenter buildout depends on memory availability. The scale of the shareholder return plan alongside a 632% operating profit jump suggests the company is treating this as a durable cycle rather than a spike. Whether that shortage forecast holds, and how rivals respond on capacity, is the open question for anyone tracking compute costs.