SK Hynix, AI Memory Manufacturer: Demand Will Outpace Supply Until 2030

In the third quarter, the company recorded revenue of 104 trillion won and operating profit of 83 trillion won. Both figures set records, with revenue exceeding 100 trillion won for the first time.

In the DRAM segment, sales of server DDR5 increased, and shipments of HBM4 began actively. In NAND, sales of 321-layer TLC eSSD and other data center products expanded.

SK Hynix expects demand for memory to outpace supply until 2030. The company plans to expand production capacity and anticipates that in the fourth quarter, HBM4 will surpass HBM3E in shipment volume and revenue.