Q3 Operating Profit Forecasts Raised for Samsung Electronics and SK Hynix

Market consensus for the third-quarter operating profits of Samsung Electronics and SK Hynix has been revised upward over the past three months. Samsung's Q3 profit is now estimated at 11.4 trillion KRW, a 12% increase from previous forecasts, while SK Hynix is projected to reach 7.88 trillion KRW, a 4% increase. Growth is driven by rising DRAM and NAND flash prices, alongside improvements in HBM production yields. Citi has slightly adjusted its SK Hynix forecast due to currency fluctuations, while Micron is set to report its fiscal Q4 2026 results on September 30.