Samsung sees AI chip shortage worsening
Samsung said long-term contracts with major customers are locking in demand as AI chip shortages keep the memory market tight through 2028.
- On October 27, SK Hynix reported record Q3 2026 revenue of 104.6 trillion won , with DRAM and high-bandwidth memory supply effectively sold out through 2029 and memory shortages expected to persist through 2030.
- Driven by surging AI-driven demand, SK Hynix committed more than 50% of its 2027 to 2028 production capacity to 14 key customers through non-cancelable long-term supply agreements, securing stable revenue streams.
- Samsung Electronics posted a 15-fold profit jump but offered a more conservative outlook on supply duration, while Micron Technology shares rose 4.8% following SK Hynix's robust earnings report.
- SK Hynix shares rose 10% on Wednesday as investors reacted to the growth outlook, while management detailed plans to expand HBM4 production, positioning the product as mainstream by year-end.
- AI infrastructure investment is projected to reach historic levels in 2027 as the AI ecosystem expands, with autonomous driving and robotics expected to accelerate memory demand through the decade.
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The two South Korean companies, which dominate along with Micron the manufacture of memory chips, reported an increase in their out of the ordinary profits
Samsung Warns Memory Chip Shortage Could Persist Through 2028
Samsung Electronics reported a 15-fold increase in quarterly semiconductor operating profit as artificial intelligence demand drove growth, but its shares fell amid disappointment over its outlook and the lack of new shareholder-return commitments.
SK hynix reports record Q3 numbers, warns that the memory shortage will last through 2030
SK hynix had a stellar quarter – the financial report for Q3 reports revenues of KRW 104.6 trillion. This is the first time that the quarterly sales have gone above the KRW 100 trillion mark. Better still, the company has margins that we can all be envious of – operating profit was KRW 83.3 trillion and net profit was KRW 39.8 trillion. This is an operating margin of 80% and a net margin of 38%. The company reports cash and cash equivalents of K…
SK hynix (NASDAQ:SKHY) Announces Earnings Results
SK hynix (NASDAQ:SKHY - Get Free Report) issued its quarterly earnings data on Wednesday. The memory chip maker reported $3.84 earnings per share (EPS) for the quarter, missing the consensus estimate of $5.96 by ($2.12).
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