Rumor
Market projections for SK Hynix revenue face revision following forecast doubts
Monday, March 16, 2026 at 03:13 AM
An analyst or market watcher plans to review and update revenue projections for SK Hynix by the end of the month due to emerging doubts regarding existing sales forecasts.
Context
Recent market intelligence suggests a potential downward revision for SK Hynix revenue projections following internal doubts regarding current sales forecasts. Analysts are preparing to update their models by the end of March 2026 to reflect shifting dynamics in the memory supply chain. While the company recorded record-breaking performance in late 2024 and 2025, driven by its leadership in HBM3E and HBM4 technology, new concerns have emerged regarding the sustainability of these growth rates as the market moves into the FY2026 cycle.
This skepticism follows a period of extreme supply tightness where SK Hynix enjoyed significant pricing power in the AI server market. However, with S&P Global previously forecasting 2026 revenues of KRW 162 trillion, any deviation from these targets could signal a cooling of the AI memory super-cycle. Key risks include a projected 9% decline in global PC shipments for 2026 and potential inventory build-up at major hyperscalers, which may offset the gains made in high-bandwidth memory and enterprise SSD sectors.
Sources (7)
SK hynix Announces 3Q24 Financial ResultsEarnings Release < Financial Information < IR < SK hynixSK Hynix Upgraded To 'BBB+' On Memory Sales Surge | S&P Global RatingsEarnings forecasts of Samsung, SK hynix for Q4 ...SK hynix Announces 3Q24 Financial Results - PR NewswireSK Hynix outlook points to tight consumer memory supply through 2028 as a Lexar DDR5 listing shows a 2027 ship date - VideoCardz.comIntel, TSMC, SK Hynix, Unity, Panic in Software - Tech Investments
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