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      Samsung Electronics and SK Hynix Increase Third-Quarter Profit Forecasts

      Samsung Electronics and SK Hynix have both raised their operating profit expectations for the third quarter of 2026, reflecting a positive outlook in the semiconductor market. Reports from major brokerages and overseas investment banks indicate that Samsung Electronics is projected to achieve an operating profit of approximately 114 trillion won, marking a 12% increase from the previous estimate of 101.9 trillion won made three months ago. This figure also represents a significant 28% rise from the 89.4 trillion won reported in the second quarter.

      SK Hynix's estimated operating profit for the third quarter has been adjusted to 78.8 trillion won, a 4% increase from the earlier forecast of 75.7 trillion won. This is also a 30% increase compared to the 60.5 trillion won reported in the second quarter. Analysts from TrendForce predict that fixed transaction prices for general DRAM will rise by 13% to 18% quarter-on-quarter, while NAND flash prices are expected to increase by 10% to 15%.

      The semiconductor industry is closely monitoring Samsung Electronics' revenue share from its High Bandwidth Memory (HBM) products, which has grown from 5% in the first quarter to approximately 35% in the second quarter. While SK Hynix currently holds the largest market share in HBM, improvements in Samsung's production capabilities may impact its competitive edge. Additionally, Citigroup Securities has revised SK Hynix's profit estimate downward from 76.7 trillion won to 74 trillion won, attributing this change to the strengthening of the South Korean won. Meanwhile, Micron Technology is set to announce its fourth-quarter fiscal results on September 30, with revenue guidance between $49 billion and $51 billion.

      © 2026 KLEA News. All Rights Reserved. This article is provided for informational purposes only. It is not offered or intended to be used as legal, tax, investment, financial, or other advice.

      Source: KLEA News

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