On September 7, Seungyeon Seo, an analyst from DB Financial Investment, pointed out that while SK Hynix's operating profit for the third quarter might not meet market expectations owing to unfavorable exchange - rate conditions, its overall earnings trend remains strong. The analyst forecasts that SK Hynix's operating profit from July to September will amount to KRW 76.535 trillion, which is lower than the market's anticipated figure of KRW 79.948 trillion. This shortfall is mainly because the appreciation of the South Korean won could have a negative impact on earnings denominated in U.S. dollars. Nevertheless, it is projected that, propelled by robust shipments of HBM4 products for AI data servers, SK Hynix's earnings will sustain steady growth in 2026 and 2027. Given the global scarcity of AI chip supplies, HBM4 prices are anticipated to increase by 70% year - on - year in 2027.
