SK hynix posts record Q2 profit of W60.5tr as AI memory prices surge - The Korea Herald

SK Hynix reported a record quarterly operating profit of 60.54 trillion won ($41.6 billion) for Q2, up 557.2% year-on-year, driven by surging demand for memory chips used in AI servers. Revenue rose t... Read original →

SK Hynix’s Q2 surge reflects strong demand for HBM and advanced NAND in AI server infrastructure. The launch of HBM4 and 321-layer NAND production signals a technological edge in high-end memory. This performance not only boosts cash flow and margins but also highlights the structural shift toward AI-driven chip demand. Geopolitical tensions, especially in manufacturing and supply chain resilience, pose operational risks that may force strategic realignment. Competitors like Micron and Infineon may accelerate investments in HBM and DRAM to counter market dominance. Over the next 12–24 months, sustained AI infrastructure growth will drive continued demand for premium memory, with SK Hynix’s ability to scale and retain key clients determining its long-term market leadership.