SK Hynix's Projected Operating Profit for Next Year

The reason SK Hynix underperformed compared to Samsung Electronics and Micron in Q2 was due to its high proportion of HBM.
Taking that into account, the Q3 consensus for operating profit was 77 trillion KRW, but as the proportion of HBM4 increases and unit price hikes are gradually reflected,
the consensus has exceeded expectations at 83 trillion KRW.
If it starts with 110 trillion KRW in operating profit in Q1 of next year and increases by 10 trillion KRW every quarter, next year's operating profit will be 500 trillion KRW.
Even with a very conservative estimate, starting with 100 trillion KRW in Q1 and increasing by 8 trillion KRW every quarter, it would be 448 trillion KRW.
While next year's exchange rate must be considered, there is a high possibility that SK Hynix's operating profit will exceed the mid-400 trillion KRW range next year.
Since Samsung Electronics will likely produce 20-30 trillion KRW more in operating profit per quarter than SK Hynix due to capacity differences,
there is a high possibility that the combined operating profit for "Sam-Hynix" (Samsung and Hynix) will exceed 1,000 trillion KRW next year.