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000660.KS SK hynix
Memory · KOSPI · 한국어 페이지
No. 1 in HBM, No. 2 in DRAM. Company-wide revenue. Icheon (DRAM, HBM) and Cheongju (NAND, HBM packaging) exports make up most of the rest of Korea's memory exports; China fabs are not in Korean data.
Current-quarter revenue estimate
Quarter ending Sep 2026 · reports Jan 27, 2027
Our estimate
₩92.6T
₩82.6T–₩102.6T
vs a year ago
+279%
vs consensus
—
Low confidence · within ±5% in 3 of 8 backtested quarters, average error 7.1%. Model: Trade data (Korea Customs Service).
Key supply-chain flow
Memory IC exports from Icheon, Korea · to Sep 2026
+170%last 3 months vs a year earlier
Mapped data flows
How each flow moves with quarterly revenue (year-over-year correlation, flow leading by 0–2 quarters).
| Flow | Stage | Revenue link | Correlation | Data to |
|---|---|---|---|---|
Korea multi-component IC exports (incl. HBM) Korea Customs Service | Price benchmark | A Direct link | 0.96 | Sep 2026 |
Memory IC exports from Icheon, Korea Korea Customs Service | Production shipments | A Direct link | 0.92 | Sep 2026 |
Korea DRAM exports Korea Customs Service | Price benchmark | A Direct link | 0.91 | Sep 2026 |
Korea flash memory exports Korea Customs Service | Price benchmark | A Direct link | 0.81 | Sep 2026 |
Memory IC exports from Cheongju, Korea Korea Customs Service | Production shipments | B Linked | 0.57 · leads 1Q | Sep 2026 |
A ≥0.7 direct link · B ≥0.5 linked · C ≥0.3 industry context · D weak. Fewer than 8 comparable quarters caps the grade at C.