Samsung and SK hynix set for record Q3 operating profit on memory shortage

Samsung Electronics and SK hynix are expected to post a combined operating profit of about 190 trillion won (~$139.7 billion) in Q3, a quarterly record. Surging AI data center demand and a persistent memory supply shortage are driving prices higher.

• Samsung's estimated operating profit is 111.38 trillion won, up 815% year-on-year
• SK hynix is forecast to post 78.13 trillion won profit on 99.54 trillion won revenue
• DRAM prices are projected to rise up to 18% and NAND up to 15% quarter-on-quarter
• DDR5 lead times have stretched to 52 weeks versus the usual six