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SK hynix has reported another record-breaking quarter, highlighting the continued strength of the AI memory market.
2026-07-30

SK hynix has reported another record-breaking quarter, highlighting the continued strength of the AI memory market. 


According to the company’s latest earnings report, SK hynix achieved: 

Revenue: KRW 79.32 trillion 

Operating profit: KRW 60.54 trillion 


Both figures reached historic highs, driven by strong demand for AI-related memory products, particularly high-bandwidth memory (HBM) and advanced DRAM solutions.


Although results came in slightly below some market expectations, SK hynix maintained strong pricing momentum, with: 

 ? DRAM ASP increasing approximately 30% QoQ 

? NAND ASP rising by more than 50% QoQ 


This reflects the ongoing supply-demand imbalance across the memory industry. 

AI Memory Becomes the Core Growth Driver 


As AI infrastructure expands, memory has become a critical component of next-generation computing systems. 

SK hynix is strengthening its position through long-term supply agreements with major AI customers, helping secure future demand visibility while supporting continued investment in advanced memory technologies. 


The company also plans to increase capital expenditure this year, reflecting confidence in the long-term growth potential of AI-driven memory demand.Advancing HBM Roadmap and Next-Generation Technologies 


Beyond financial performance, SK hynix continues to accelerate its HBM roadmap. 


Meanwhile, its next-generation NAND technologies, including 321-layer NAND, are also progressing as the company expands storage solutions for AI and data center applications. 


SK hynix’s latest results demonstrate a broader industry shift: memory is no longer just a commodity component, but a strategic foundation of AI infrastructure. 


As AI servers, hyperscale data centers, and advanced computing platforms continue to scale, competition in memory will increasingly depend on HBM innovation, advanced packaging, manufacturing capability, and long-term supply chain partnerships.