SK hynix faces reported HBM4 order delays: October 27 results will test SK hynix stock

Published on 10/15/2026 at 11:19 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

HBM4 deliveries may shift to 2027, report dated October 14, 2026. SK hynix stock was EUR 833.00 on October 15, 2026, below the EUR 1,725.00 high.

HBM4 timing and earnings dates

SK hynix faced reported HBM4 equipment delays on October 14, 2026.
Second-quarter 2026 revenue reached KRW 79.32 trillion and operating profit KRW 60.54 trillion.
SK hynix stock trades at EUR 833.00 at 11:10 a.m. CEST at Lang & Schwarz on October 15, 2026.

SK Hynix, US78392B1070, Illustration mit AI erstellt.

SK hynix (ISIN US78392B1070) faced reported delays to some HBM4 back-end equipment orders on October 14, 2026, while its October 27, 2026 results will provide the next company checkpoint. East Asia Brief reported that deliveries originally planned for the second half of 2026 could move into early 2027.

HBM4 timing shifts into 2027

The reported change concerns back-end tools for sixth-generation high-bandwidth memory, placing procurement timing ahead of the company's next earnings update. The same report said SK hynix had completed long-term supply agreements with 11 primary customers through 2031, a figure that keeps the capacity question separate from customer demand.

What does the delay mean for capacity?

The key test is whether equipment timing changes alter the earnings trajectory. SK hynix generated KRW 79.32 trillion of revenue and KRW 60.54 trillion of operating profit in the second quarter of 2026, according to VentureAtlas.

On October 13, 2026, SK Securities maintained a KRW 4.00 million target and said third-quarter operating profit could reach KRW 79.00 trillion, 7.00 percent above consensus, Asiae reported. That estimate gives investors a measurable benchmark for the October update.

Three dates reset the debate

On October 7, 2026, IBK Investment and Securities maintained a KRW 4.00 million target and projected third-quarter revenue of KRW 95.80 trillion, according to FN News. On October 13, 2026, SK Securities kept its KRW 4.00 million target while estimating KRW 79.00 trillion of third-quarter operating profit, as Asiae reported. On October 14, 2026, the HBM4 equipment-delay report shifted the debate toward the pace of capacity expansion, according to East Asia Brief.

Results arrive October 27, 2026

SK hynix is scheduled to report third-quarter 2026 results on October 27, 2026, according to Kallabout. The report's revenue estimate is KRW 96.00 trillion, compared with KRW 79.32 trillion in the second quarter, making execution and equipment timing the central measures for the release.

Price reflects the latest pressure

SK hynix was trading at EUR 833.00 at Lang & Schwarz on October 15, 2026 at 11:10 a.m. CEST. The euro quote sits within the EUR 263.00 to EUR 1,725.00 52-week range, while the Seoul-listed stock was quoted at KRW 1,262,000 at 3:30 p.m. KST on October 15, 2026.

The further course of trading is shown by the continuously updated real-time quote of SK hynix stock.