KB Securities analysts Jeff Kim and Dahyun Kang reported that SK Hynix is poised to achieve record-breaking fourth-quarter earnings, driven by sustained supply tightness in DRAM products and rising chip prices.

The analysts project the South Korean chipmaker's operating profit to surge 87% year-on-year to a historic high of KRW 15.1 trillion for the October-December period.

They noted that DRAM supply shortages are likely to persist until late 2027, with SK Hynix's operating profit expected to grow 84% in 2025 and 89% in 2026.

Additionally, the company is anticipated to maintain its dominance in the high-bandwidth memory (HBM) market, capturing an estimated 60%-65% share by 2026.