SK hynixShipping
SK hynix's sixth-generation high-bandwidth memory for AI accelerators. The company said mass shipments began in the second quarter of 2026. On Oct. 28, 2026 it said HBM4 shipments expanded in the third quarter and that it expects HBM4 to surpass HBM3E in shipment volume and revenue in the fourth quarter.
Latest update Oct 28, 2026
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Mass shipments began in Q2 2026. On Oct. 28, 2026 the company said Q3 shipments expanded and that it expects HBM4 to exceed HBM3E in volume and revenue in the fourth quarter as M15X ramps toward maximum capacity by year-end. That fourth-quarter crossover is a company expectation.
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SK hynix on Oct. 28, 2026 reported preliminary third-quarter revenue of 104.6155 trillion won, operating profit of 83.3338 trillion won, and net profit of 39.7756 trillion won. Revenue rose 32 percent from the prior quarter and passed 100 trillion won for the first time, while net profit was below the second quarter's 93.9226 trillion won, a result the company has tied largely to investment gains. The company said HBM4 shipments expanded, expects HBM4 to exceed HBM3E in shipments and revenue in the fourth quarter, and said the independent audit is not finished.
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The prior high-bandwidth memory generation. SK hynix described it as the mature comparison point for HBM4, saying HBM4 yields and product quality had reached levels close to HBM3E. FY2025 results also said the company had been supplying HBM3E and HBM4.
SK hynix's advanced NAND node, including QLC products used in high-capacity enterprise SSDs. The Q2 2026 release said 321-layer products already represent the largest share of NAND production and are planned to reach about 50% of domestic production capacity by the end of 2026. FY2025 results said development of 321-layer QLC products was complete.
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