RAM prices be damned, SK hynix's record-breaking $55.6 billion quarter still failed to meet investors' wild AI expectations

12 hours ago 1

Rommie Analytics

SK hynix, one of the 'big three' memory manufacturers, just shared its 2026 second quarter financial results, and its record-breaking revenue of 79.3 trillion won (roughly $55.6 billion) isn't all good news. Despite continuing strong demand for memory from the AI industry, SK hynix has found itself missing investor expectations. Poor lamb.

SK hynix was forecast to cross a slightly more face-melting profit threshold of 84 trillion won (about $58 billion) by the end of June. Analysts attribute the miss to a slowing of HBM4 shipments, with revenue from those to be recorded next quarter instead. To be clear, the 79.3 trillion the company actually made is far from disastrous, and still represents a 257% year-over-year boost to quarterly revenue. However, missing the revenue forecast has manifested in a share slump of about 9.6%.

The stock itself has also halved in value (though that does m...

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