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SK hynix stock: record Q3 2026, memory sold out through 2029. Can capacity keep up without a glut?In this video: SK hynix’s Q3 2026 results and outlook, how 4F² and 3D DRAM let memory makers get more bits from existing fabs, and why equipment makers like Lam Research remain the durable bottleneck.Sponsored by Fiscal.ai — see disclosure in the sponsor block below.SK hynix posted a record quarter. Revenue topped 100 trillion won, up 32% quarter over quarter and 328% year over year. Operating profit reached 83 trillion won. Management says DRAM and HBM are effectively sold out through 2029 under long-term agreements. With new fabs not ramping meaningfully until 2028, the near-term bit growth has to come from upgrading existing clean rooms (6F² refinement, 4F², and eventually 3D DRAM). That strengthens the case for the Fab Five equipment makers.Chapters00:00 - Memory Earnings Season & AI’s “Virtuous Cycle”1:35 - Why Equipment Is the Enduring Bottleneck2:25 - SK hynix Q3 2026: Record Revenue & 632% Profit Surge3:15 - DRAM vs. NAND Mix: Where HBM Fits In4:55 - HBM4 Sold Out Through 2029: Is the Cycle Over?6:20 - Q4 Outlook: Mid-20% DRAM Bit Growth Guidance7:20 - Overbuild Risk: How the Oligopoly Meters Capacity8:40 - 6F² to 4F² to 3D DRAM, Explained Simply12:20 - Memory Fab Timeline: Why New Capacity Takes Until 203313:20 - Investor Takeaway: Lam Research & the Fab Five Edge— LINKS & RESOURCES —Join Semi Insider — $120/yearSemi Insider is Chip Stock Investor's paid research service: all research as it happens, the CSI 100 + quarterly outlook, dashboard tools (Compare Companies, Reverse DCF, supply-chain mapping), weekly live Q&A, portfolio moves before execution, and the private Discord.Join: https://chipstockinvestor.com/features-and-pricingFree demo: https://demo.chipstockinvestor.com/Sponsor — Fiscal.aiThis video is sponsored by Fiscal.ai, the financial data platform we use at Chip Stock Investor. Get 15% off any paid plan: https://fiscal.ai/csiDisclosure: That is an affiliate link — if you sign up, we may earn a commission at no extra cost to you. It helps support the channel.All our links & socials: https://linktr.ee/chipstockinvestorContent in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.CSI owns shares of SK Hynix as of publication. Positions can change without notice.#SKhynix #DRAM #HBM #Semiconductors
